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Summit Financial’s iShares MSCI Brazil ETF EWZ Stock Holding History

Summit Financial’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 		$1.36M Sell
39,370
-9,377
-19% -$350K 0.01% 744
2026
Q1 		$1.87M Buy
+48,747
New +$1.78M 0.02% 592
2025
Q1 		– Sell
-15,549
Closed -$350K – 719
2024
Q4 		$350K Buy
+15,549
New +$416K 0.01% 505

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

Summit Financial's EWZ Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI Brazil ETF (EWZ) stake by 19% in Q2 2026, selling an estimated $350K and leaving 39,370 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #744.

Summit Financial first reported a position in EWZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Summit Financial held 39,370 shares of iShares MSCI Brazil ETF worth $1.36M as of Q2 2026.
  • Summit Financial sold 9,377 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $350K.
  • iShares MSCI Brazil ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #744 holding.
  • Summit Financial first reported a position in iShares MSCI Brazil ETF in Q4 2024 and has held it in 3 quarters since.
  • Summit Financial's iShares MSCI Brazil ETF position peaked at $1.87M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.