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Waterford Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Waterford 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 		$687K Hold
3,388
– – 0.19% 34
2026
Q1 		$593K Sell
3,388
-300
-8% -$11K 0.19% 34
2025
Q4 		$685K Buy
+3,688
New +$117K 0.27% 28

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Waterford Advisors's EWZ Position: Q2 2026 in Review

Waterford Advisors held its iShares MSCI Brazil ETF (EWZ) position steady in Q2 2026 at 3,388 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #34.

Waterford Advisors first reported a position in EWZ in Q4 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Waterford Advisors held 3,388 shares of iShares MSCI Brazil ETF worth $687K as of Q2 2026.
  • Waterford Advisors left its iShares MSCI Brazil ETF share count unchanged in Q2 2026.
  • iShares MSCI Brazil ETF made up 0.19% of Waterford Advisors's portfolio in Q2 2026, its #34 holding.
  • Waterford Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.