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Whalen Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Whalen Wealth 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
Q1 		$284K Buy
+7,398
New +$270K 0.15% 159
2025
Q3 		– Sell
-20,173
Closed -$582K – 208
2025
Q2 		$582K Sell
20,173
-62,044
-75% -$1.67M 0.37% 81
2025
Q1 		$2.13M Buy
+82,217
New +$2.05M 1.42% 21

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

Whalen Wealth Management's EWZ Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in iShares MSCI Brazil ETF (EWZ) in Q1 2026: 7,398 shares worth $284K. The stake represents 0.15% of the portfolio and ranks #159 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in EWZ as recently as Q2 2025.

Whalen Wealth Management first reported a position in EWZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q1 2025. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

  • Whalen Wealth Management held 7,398 shares of iShares MSCI Brazil ETF worth $284K as of Q1 2026.
  • iShares MSCI Brazil ETF was a new Whalen Wealth Management position in Q1 2026.
  • iShares MSCI Brazil ETF made up 0.15% of Whalen Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Whalen Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's iShares MSCI Brazil ETF position peaked at $2.13M in Q1 2025.
  • 412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.