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Summit Trail Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Summit Trail Advisors’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
Q1 		$483K Hold
12,588
– – 0.01% 1176
2025
Q4 		$401K Hold
12,588
– – 0.01% 1142
2025
Q3 		$390K Sell
12,588
-900
-7% -$25.8K 0.01% 1146
2025
Q2 		$389K Buy
+13,488
New +$364K 0.01% 821
2023
Q1 		– Sell
-8,790
Closed -$246K – 410
2022
Q4 		$246K Buy
8,790
+125
+1% +$3.82K 0.01% 323
2022
Q3 		$257K Hold
8,665
– – 0.01% 293
2022
Q2 		$237K Hold
8,665
– – 0.01% 316
2022
Q1 		$328K Hold
8,665
– – 0.03% 233
2021
Q4 		$245K Hold
8,665
– – 0.02% 251
2021
Q3 		$278K Buy
+8,665
New +$317K 0.02% 209
2018
Q1 		– Sell
-500
Closed -$23K – 827
2017
Q4 		$23K Buy
+500
New +$20.2K ﹤0.01% 1007

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
DFO
Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return