TFF
EWZ icon

The Family Firm’s iShares MSCI Brazil ETF EWZ Stock Holding History

The Family Firm’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
2025
Q2 		$815K Buy
28,244
+147
+0.5% +$3.97K 0.2% 74
2025
Q1 		$726K Sell
28,097
-968
-3% -$24.1K 0.16% 90
2024
Q4 		$654K Buy
29,065
+3,450
+13% +$92.4K 0.15% 96
2024
Q3 		$755K Buy
25,615
+2,907
+13% +$84.5K 0.17% 89
2024
Q2 		$621K Buy
22,708
+120
+0.5% +$3.64K 0.14% 97
2024
Q1 		$732K Sell
22,588
-2,461
-10% -$81.4K 0.18% 90
2023
Q4 		$876K Buy
25,049
+823
+3% +$26.7K 0.23% 77
2023
Q3 		$743K Sell
24,226
-3,805
-14% -$121K 0.21% 82
2023
Q2 		$909K Buy
28,031
+634
+2% +$18.9K 0.24% 75
2023
Q1 		$750K Buy
27,397
+3,403
+14% +$95.3K 0.21% 82
2022
Q4 		$671K Buy
23,994
+250
+1% +$7.64K 0.2% 91
2022
Q3 		$704K Hold
23,744
– – 0.23% 81
2022
Q2 		$650K Buy
23,744
+2,767
+13% +$91.6K 0.19% 86
2022
Q1 		$793K Buy
20,977
+686
+3% +$22.2K 0.21% 80
2021
Q4 		$570K Sell
20,291
-1,111
-5% -$33.4K 0.15% 92
2021
Q3 		$677K Sell
21,402
-826
-4% -$30.2K 0.18% 81
2021
Q2 		$901K Buy
22,228
+356
+2% +$13.4K 0.25% 72
2021
Q1 		$732K Hold
21,872
– – 0.21% 75
2020
Q4 		$807K Buy
21,872
+1,207
+6% +$38.9K 0.24% 72
2020
Q3 		$572K Buy
20,665
+168
+0.8% +$5.15K 0.2% 75
2020
Q2 		$589K Buy
20,497
+480
+2% +$12.6K 0.22% 72
2020
Q1 		$472K Buy
20,017
+7,295
+57% +$282K 0.2% 75
2019
Q4 		$604K Buy
12,722
+148
+1% +$6.48K 0.2% 73
2019
Q3 		$530K Sell
12,574
-111
-0.9% -$4.79K 0.19% 77
2019
Q2 		$555K Buy
12,685
+706
+6% +$29.1K 0.2% 74
2019
Q1 		$491K Sell
11,979
-708
-6% -$30.4K 0.18% 78
2018
Q4 		$485K Buy
12,687
+1,767
+16% +$68.4K 0.19% 71
2018
Q3 		$368K Buy
10,920
+3,013
+38% +$101K 0.13% 100
2018
Q2 		$253K Buy
7,907
+774
+11% +$29.8K 0.09% 115
2018
Q1 		$320K Sell
7,133
-7
-0.1% -$313 0.12% 100
2017
Q4 		$289K Sell
7,140
-2,356
-25% -$95.3K 0.11% 104
2017
Q3 		$396K Sell
9,496
-723
-7% -$28.3K 0.17% 83
2017
Q2 		$349K Sell
10,219
-337
-3% -$12.1K 0.15% 84
2017
Q1 		$395K Sell
10,556
-500
-5% -$18.7K 0.19% 69
2016
Q4 		$369K Sell
11,056
-2
-0% -$69 0.17% 72
2016
Q3 		$373K Hold
11,058
– – 0.18% 72
2016
Q2 		$334K Buy
11,058
+1,585
+17% +$43.7K 0.17% 75
2016
Q1 		$249K Buy
+9,473
New +$204K 0.13% 89
2015
Q4 		– Sell
-9,385
Closed -$206K – 102
2015
Q3 		$206K Buy
+9,385
New +$250K 0.11% 95

Other funds holding EWZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

The Family Firm's EWZ Position: Q2 2025 in Review

The Family Firm increased its iShares MSCI Brazil ETF (EWZ) stake by 0.52% in Q2 2025, buying an estimated $3.97K and bringing the position to 28,244 shares worth $815K. The position accounts for 0.2% of the portfolio, ranked #74.

The Family Firm first reported a position in EWZ in Q3 2015 and has held it in 39 quarters since. The position peaked at $909K in Q2 2023. 323 funds tracked by Wall St. Rank hold EWZ as of Q2 2025.

  • The Family Firm held 28,244 shares of iShares MSCI Brazil ETF worth $815K as of Q2 2025.
  • The Family Firm bought 147 iShares MSCI Brazil ETF shares in Q2 2025, an estimated $3.97K.
  • iShares MSCI Brazil ETF made up 0.2% of The Family Firm's portfolio in Q2 2025, its #74 holding.
  • The Family Firm first reported a position in iShares MSCI Brazil ETF in Q3 2015 and has held it in 39 quarters since.
  • The Family Firm's iShares MSCI Brazil ETF position peaked at $909K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.