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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 		– Sell
-10,000
Closed -$384K – 1777
2026
Q1 		$384K Buy
+10,000
New +$366K ﹤0.01% 1205

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

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.