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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
Q1 		$384K Buy
+10,000
New +$366K ﹤0.01% 1205

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Waverly Advisors's EWZ Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI Brazil ETF (EWZ) stake by 3.1% in Q1 2026, buying an estimated $161K and bringing the position to 146,344 shares worth $5.62M. The position accounts for 0.04% of the portfolio, ranked #384.

Waverly Advisors first reported a position in EWZ in Q3 2013 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

  • Waverly Advisors held 146,344 shares of iShares MSCI Brazil ETF worth $5.62M as of Q1 2026.
  • Waverly Advisors bought 4,415 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $161K.
  • iShares MSCI Brazil ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #384 holding.
  • Waverly Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 6 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.