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Strategic Financial Concepts’s iShares MSCI Brazil ETF EWZ Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-24,009
Closed -$922K – 258
2026
Q1 		$922K Buy
+24,009
New +$878K 0.23% 102
2025
Q4 		– Sell
-39,080
Closed -$1.21M – 169
2025
Q3 		$1.21M Buy
+39,080
New +$1.12M 0.18% 69

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Strategic Financial Concepts's EWZ Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2026, closing a stake of 24,009 shares — an estimated $922K sold.

Strategic Financial Concepts first reported a position in EWZ in Q3 2025 and held it in 2 quarters. The position peaked at $1.21M in Q3 2025. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares MSCI Brazil ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 24,009 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $922K.
  • Strategic Financial Concepts first reported a position in iShares MSCI Brazil ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares MSCI Brazil ETF position peaked at $1.21M in Q3 2025.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.