Wellington Shields Capital Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Wellington Shields Capital Management’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	$1.74M	Buy	50,500 +9,000	+22%	+$336K	0.22%	83
2026 Q1	$1.59M	Hold	41,500	–	–	0.24%	82
2025 Q4	$1.32M	Hold	41,500	–	–	0.19%	92
2025 Q3	$1.29M	Hold	41,500	–	–	0.2%	95
2025 Q2	$1.2M	Hold	41,500	–	–	0.2%	98
2025 Q1	$1.07M	Hold	41,500	–	–	0.19%	96
2024 Q4	$934K	Sell	41,500 -700	-2%	-$18.7K	0.17%	105
2024 Q3	$1.24M	Sell	42,200 -13,100	-24%	-$381K	0.22%	93
2024 Q2	$1.51M	Buy	55,300 +500	+0.9%	+$15.2K	0.28%	79
2024 Q1	$1.78M	Hold	54,800	–	–	0.34%	63
2023 Q4	$1.92M	Buy	54,800 +14,800	+37%	+$479K	0.24%	60
2023 Q3	$1.23M	Hold	40,000	–	–	0.16%	87
2023 Q2	$1.3M	Hold	40,000	–	–	0.16%	86
2023 Q1	$1.1M	Hold	40,000	–	–	0.13%	93
2022 Q4	$1.12M	Hold	40,000	–	–	0.14%	93
2022 Q3	$1.19M	Sell	40,000 -150	-0.4%	-$4.43K	0.28%	91
2022 Q2	$1.1M	Hold	40,150	–	–	0.14%	91
2022 Q1	$1.52M	Buy	40,150 +150	+0.4%	+$4.85K	0.17%	87
2021 Q4	$1.12M	Buy	+40,000	New	+$1.2M	0.14%	137
2018 Q3	–	Sell	-20,258	Closed	-$649K	–	315
2018 Q2	$649K	Buy	20,258 +6,002	+42%	+$231K	0.11%	181
2018 Q1	$640K	Buy	+14,256	New	+$637K	0.1%	188

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

Wellington Shields Capital Management's EWZ Position: Q2 2026 in Review

Wellington Shields Capital Management increased its iShares MSCI Brazil ETF (EWZ) stake by 22% in Q2 2026, buying an estimated $336K and bringing the position to 50,500 shares worth $1.74M. The position accounts for 0.22% of the portfolio, ranked #83.

Wellington Shields Capital Management first reported a position in EWZ in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.92M in Q4 2023. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Wellington Shields Capital Management held 50,500 shares of iShares MSCI Brazil ETF worth $1.74M as of Q2 2026.
Wellington Shields Capital Management bought 9,000 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $336K.
iShares MSCI Brazil ETF made up 0.22% of Wellington Shields Capital Management's portfolio in Q2 2026, its #83 holding.
Wellington Shields Capital Management first reported a position in iShares MSCI Brazil ETF in Q1 2018 and has held it in 21 quarters since.
Wellington Shields Capital Management's iShares MSCI Brazil ETF position peaked at $1.92M in Q4 2023.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.