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

Waverly 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	$5.31M	Buy	153,870 +7,526	+5%	+$281K	0.03%	432
2026 Q1	$5.62M	Buy	146,344 +4,415	+3%	+$161K	0.04%	384
2025 Q4	$4.51M	Buy	141,929 +44,804	+46%	+$1.42M	0.04%	392
2025 Q3	$3.01M	Buy	+97,125	New	+$2.78M	0.03%	420
2023 Q4	–	Sell	-42,392	Closed	-$1.3M	–	448
2023 Q3	$1.3M	Buy	+42,392	New	+$1.35M	0.06%	175
2014 Q1	–	Sell	-126	Closed	-$6K	–	747
2013 Q4	$6K	Hold	126	–	–	﹤0.01%	638
2013 Q3	$6K	Buy	+126	New	+$5.6K	﹤0.01%	477

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

Waverly Advisors's EWZ Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI Brazil ETF (EWZ) stake by 5.1% in Q2 2026, buying an estimated $281K and bringing the position to 153,870 shares worth $5.31M. The position accounts for 0.03% of the portfolio, ranked #432.

Waverly Advisors first reported a position in EWZ in Q3 2013 and has held it in 7 quarters since. The position peaked at $5.62M in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Waverly Advisors held 153,870 shares of iShares MSCI Brazil ETF worth $5.31M as of Q2 2026.
Waverly Advisors bought 7,526 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $281K.
iShares MSCI Brazil ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #432 holding.
Waverly Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 7 quarters since.
Waverly Advisors's iShares MSCI Brazil ETF position peaked at $5.62M in Q1 2026.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

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