Summit Securities Group’s iShares MSCI Brazil ETF EWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $610K | Sell |
15,900
-28,200
| -64% | -$1.03M | 0.08% | 131 |
|
|
2025
Q4 | $1.4M | Sell |
44,100
-23,100
| -34% | -$731K | 0.18% | 95 |
|
|
2025
Q3 | $2.08M | Hold |
67,200
| – | – | 0.43% | 53 |
|
|
2025
Q2 | $1.94M | Buy |
67,200
+62,900
| +1,463% | +$1.7M | 0.37% | 56 |
|
|
2025
Q1 | $111K | Sell |
4,300
-500
| -10% | -$12.5K | 0.02% | 222 |
|
|
2024
Q4 | $108K | Buy |
+4,800
| New | +$129K | 0.02% | 225 |
|
|
2023
Q4 | – | Sell |
-4,400
| Closed | -$142K | – | 743 |
|
|
2023
Q3 | $135K | Sell |
4,400
-900
| -17% | -$28.6K | 0.01% | 200 |
|
|
2023
Q2 | $172K | Buy |
+5,300
| New | +$158K | 0.02% | 231 |
|
|
2023
Q1 | – | Sell |
-8,800
| Closed | -$246K | – | 961 |
|
|
2022
Q4 | $246K | Buy |
8,800
+3,800
| +76% | +$116K | 0.01% | 438 |
|
|
2022
Q3 | $148K | Sell |
5,000
-3,400
| -40% | -$100K | 0.01% | 471 |
|
|
2022
Q2 | $230K | Buy |
8,400
+6,000
| +250% | +$199K | 0.03% | 280 |
|
|
2022
Q1 | $91K | Buy |
+2,400
| New | +$77.6K | 0.01% | 526 |
|
|
2021
Q4 | – | Sell |
-78,600
| Closed | -$2.36M | – | 848 |
|
|
2021
Q3 | $2.52M | Buy |
78,600
+71,600
| +1,023% | +$2.62M | 0.2% | 122 |
|
|
2021
Q2 | $284K | Buy |
+7,000
| New | +$264K | 0.02% | 543 |
|
|
2021
Q1 | – | Sell |
-8,900
| Closed | -$330K | – | 630 |
|
|
2020
Q4 | $330K | Buy |
+8,900
| New | +$287K | 0.03% | 440 |
|
|
2020
Q1 | – | Sell |
-100,700
| Closed | -$4.78M | – | 345 |
|
|
2019
Q4 | $4.78M | Buy |
100,700
+95,100
| +1,698% | +$4.16M | 0.36% | 63 |
|
|
2019
Q3 | $236K | Hold |
5,600
| – | – | 0.02% | 283 |
|
|
2019
Q2 | $245K | Buy |
+5,600
| New | +$231K | 0.03% | 284 |
|
|
2019
Q1 | – | Sell |
-78,900
| Closed | -$3.01M | – | 251 |
|
|
2018
Q4 | $3.01M | Buy |
+78,900
| New | +$3.06M | 0.26% | 60 |
|
|
2017
Q2 | – | Sell |
-22,348
| Closed | -$837K | – | 286 |
|
|
2017
Q1 | $837K | Sell |
22,348
-143,495
| -87% | -$5.36M | 0.24% | 88 |
|
|
2016
Q4 | $5.53M | Buy |
165,843
+149,560
| +919% | +$5.14M | 1.2% | 14 |
|
|
2016
Q3 | $549K | Buy |
+16,283
| New | +$539K | 0.19% | 67 |
|
|
2015
Q4 | – | Sell |
-1,100
| Closed | -$24K | – | 331 |
|
|
2015
Q3 | $24K | Sell |
1,100
-3,406
| -76% | -$90.8K | 0.02% | 203 |
|
|
2015
Q2 | $148K | Buy |
+4,506
| New | +$156K | 0.07% | 90 |
|
|
2015
Q1 | – | Sell |
-1,601
| Closed | -$59K | – | 464 |
|
|
2014
Q4 | $59K | Sell |
1,601
-3,199
| -67% | -$130K | 0.02% | 309 |
|
|
2014
Q3 | $209K | Sell |
4,800
-4,900
| -51% | -$242K | 0.06% | 209 |
|
|
2014
Q2 | $463K | Buy |
+9,700
| New | +$464K | 0.16% | 95 |
|
Other funds holding EWZ
DFO
PF
BHCM
Summit Securities Group's EWZ Position: Q1 2026 in Review
Summit Securities Group reduced its iShares MSCI Brazil ETF (EWZ) stake by 64% in Q1 2026, selling an estimated $1.03M and leaving 15,900 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #131.
Summit Securities Group first reported a position in EWZ in Q2 2014 and has held it in 27 quarters since. The position peaked at $5.53M in Q4 2016. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.
- Summit Securities Group held 15,900 shares of iShares MSCI Brazil ETF worth $610K as of Q1 2026.
- Summit Securities Group sold 28,200 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $1.03M.
- iShares MSCI Brazil ETF made up 0.08% of Summit Securities Group's portfolio in Q1 2026, its #131 holding.
- Summit Securities Group first reported a position in iShares MSCI Brazil ETF in Q2 2014 and has held it in 27 quarters since.
- Summit Securities Group's iShares MSCI Brazil ETF position peaked at $5.53M in Q4 2016.
- 412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.