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 Q2	$434K	Hold	12,588	–	–	0.01%	1249
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 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 Trail Advisors's EWZ Position: Q2 2026 in Review

Summit Trail Advisors held its iShares MSCI Brazil ETF (EWZ) position steady in Q2 2026 at 12,588 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1249.

Summit Trail Advisors first reported a position in EWZ in Q4 2017 and has held it in 12 quarters since. The position peaked at $483K in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Summit Trail Advisors held 12,588 shares of iShares MSCI Brazil ETF worth $434K as of Q2 2026.
Summit Trail Advisors left its iShares MSCI Brazil ETF share count unchanged in Q2 2026.
iShares MSCI Brazil ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1249 holding.
Summit Trail Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2017 and has held it in 12 quarters since.
Summit Trail Advisors's iShares MSCI Brazil ETF position peaked at $483K in Q1 2026.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.