Sowell Financial Services’s iShares MSCI Brazil ETF EWZ Stock Holding History

Sowell Financial Services’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
2025 Q1	–	Sell	-10,322	Closed	-$232K	–	1020
2024 Q4	$232K	Sell	10,322 -353	-3%	-$9.45K	0.01%	495
2024 Q3	$315K	Buy	+10,675	New	+$310K	0.01%	495
2023 Q1	–	Sell	-20,230	Closed	-$566K	–	778
2022 Q4	$566K	Buy	+20,230	New	+$618K	0.04%	410
2022 Q1	–	Sell	-12,741	Closed	-$360K	–	256
2021 Q4	$360K	Sell	12,741 -8,665	-40%	-$260K	0.02%	466
2021 Q3	$688K	Hold	21,406	–	–	0.05%	352
2021 Q2	$868K	Buy	21,406 +319	+2%	+$12K	0.06%	336
2021 Q1	$780K	Buy	+21,087	New	+$731K	0.03%	483

Other funds holding EWZ

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sowell Financial Services's EWZ Position: Q1 2025 in Review

Sowell Financial Services sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2025, closing a stake of 10,322 shares — an estimated $232K sold.

Sowell Financial Services first reported a position in EWZ in Q1 2021 and held it in 7 quarters. The position peaked at $868K in Q2 2021. 268 funds tracked by Wall St. Rank hold EWZ as of Q1 2025.

Sowell Financial Services reported no remaining iShares MSCI Brazil ETF position as of Q1 2025 after selling out during the quarter.
Sowell Financial Services sold 10,322 iShares MSCI Brazil ETF shares in Q1 2025, an estimated $232K.
Sowell Financial Services first reported a position in iShares MSCI Brazil ETF in Q1 2021 and held it in 7 quarters.
Sowell Financial Services's iShares MSCI Brazil ETF position peaked at $868K in Q2 2021.
268 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.