Sigma Planning Corp’s iShares MSCI Brazil ETF EWZ Stock Holding History

Sigma Planning Corp’s Portfolio EWZ Stock Details EWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$954K	Sell	29,494 -16,215	-35%	-$584K	0.02%	600
2026 Q2	$1.58M	Buy	45,709 +6,677	+17%	+$250K	0.04%	438
2026 Q1	$1.5M	Buy	39,032 +4,643	+14%	+$170K	0.04%	417
2025 Q4	$1.1M	Buy	34,389 +9,829	+40%	+$311K	0.03%	501
2025 Q3	$761K	Buy	24,560 +2,351	+11%	+$67.3K	0.02%	631
2025 Q2	$641K	Buy	22,209 +5,035	+29%	+$136K	0.02%	685
2025 Q1	$444K	Buy	+17,174	New	+$428K	0.01%	785
2022 Q2	–	Sell	-8,930	Closed	-$338K	–	1336
2022 Q1	$338K	Buy	+8,930	New	+$289K	0.01%	1004
2021 Q3	–	Sell	-8,770	Closed	-$356K	–	1414
2021 Q2	$356K	Buy	+8,770	New	+$331K	0.01%	993
2021 Q1	–	Sell	-6,250	Closed	-$232K	–	1364
2020 Q4	$232K	Buy	+6,250	New	+$202K	0.01%	1023
2017 Q2	–	Sell	-46,115	Closed	-$1.73M	–	802
2017 Q1	$1.73M	Buy	+46,115	New	+$1.72M	0.17%	158
2016 Q4	–	Sell	-18,283	Closed	-$617K	–	761
2016 Q3	$617K	Buy	+18,283	New	+$605K	0.07%	288

Other funds holding EWZ

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sigma Planning Corp's EWZ Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares MSCI Brazil ETF (EWZ) stake by 35% in Q3 2026, selling an estimated $584K and leaving 29,494 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #600.

Sigma Planning Corp first reported a position in EWZ in Q3 2016 and has held it in 12 quarters since. The position peaked at $1.73M in Q1 2017. 73 funds tracked by Wall St. Rank hold EWZ as of Q3 2026.

Sigma Planning Corp held 29,494 shares of iShares MSCI Brazil ETF worth $954K as of Q3 2026.
Sigma Planning Corp sold 16,215 iShares MSCI Brazil ETF shares in Q3 2026, an estimated $584K.
iShares MSCI Brazil ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #600 holding.
Sigma Planning Corp first reported a position in iShares MSCI Brazil ETF in Q3 2016 and has held it in 12 quarters since.
Sigma Planning Corp's iShares MSCI Brazil ETF position peaked at $1.73M in Q1 2017.
73 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.