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 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	–	1366
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return