Summit Securities Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-450,000	Closed	-$15.7M	–	607
2023 Q4	$15.7M	Buy	+450,000	New	+$14.6M	1.42%	14
2022 Q4	–	Sell	-2,000	Closed	-$59K	–	1218
2022 Q3	$59K	Buy	+2,000	New	+$59K	﹤0.01%	593
2022 Q2	–	Sell	-2,400	Closed	-$91K	–	1031
2022 Q1	$91K	Sell	2,400 -55,000	-96%	-$1.78M	0.01%	525
2021 Q4	$1.61M	Buy	+57,400	New	+$1.73M	0.08%	189
2021 Q3	–	Sell	-1,450	Closed	-$5.88M	–	756
2021 Q2	$5.88M	Buy	+1,450	New	+$54.7K	0.49%	40

Other funds holding EWZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Summit Securities Group's EWZ Position: Q2 2026 in Review

Summit Securities Group reduced its iShares MSCI Brazil ETF (EWZ) stake by 16% in Q2 2026, selling an estimated $93.4K and leaving 13,400 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #179.

Summit Securities Group first reported a position in EWZ in Q2 2014 and has held it in 28 quarters since. The position peaked at $5.53M in Q4 2016. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Summit Securities Group held 13,400 shares of iShares MSCI Brazil ETF worth $462K as of Q2 2026.
Summit Securities Group sold 2,500 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $93.4K.
iShares MSCI Brazil ETF made up 0.04% of Summit Securities Group's portfolio in Q2 2026, its #179 holding.
Summit Securities Group first reported a position in iShares MSCI Brazil ETF in Q2 2014 and has held it in 28 quarters since.
Summit Securities Group's iShares MSCI Brazil ETF position peaked at $5.53M in Q4 2016.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.