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	-80,000	Closed	-$2.8M	–	608
2023 Q4	$2.8M	Buy	+80,000	New	+$2.59M	0.25%	70
2023 Q3	–	Sell	-600	Closed	-$19K	–	717
2023 Q2	$19K	Buy	+600	New	+$17.9K	﹤0.01%	646
2023 Q1	–	Sell	-4,500	Closed	-$126K	–	962
2022 Q4	$126K	Buy	+4,500	New	+$137K	﹤0.01%	555
2022 Q3	–	Sell	-2,800	Closed	-$77K	–	999
2022 Q2	$77K	Buy	+2,800	New	+$92.7K	0.01%	455
2022 Q1	–	Sell	-13,400	Closed	-$376K	–	1178
2021 Q4	$376K	Buy	+13,400	New	+$403K	0.02%	440
2021 Q3	–	Sell	-200	Closed	-$811K	–	757
2021 Q2	$811K	Buy	+200	New	+$7.55K	0.07%	293
2020 Q1	–	Sell	-751	Closed	-$3.56M	–	346
2019 Q4	$3.56M	Buy	+751	New	+$32.9K	0.27%	84
2019 Q1	–	Sell	-703	Closed	-$2.69M	–	252
2018 Q4	$2.69M	Buy	+703	New	+$27.2K	0.23%	70
2017 Q1	–	Sell	-65	Closed	-$217K	–	324
2016 Q4	$217K	Buy	+65	New	+$2.23K	0.05%	248
2015 Q1	–	Sell	-20	Closed	-$1K	–	465
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	553
2014 Q3	$1K	Sell	20 -16	-44%	-$791	﹤0.01%	636
2014 Q2	$2K	Buy	+36	New	+$1.72K	﹤0.01%	491

Other funds holding EWZ

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

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.