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 Q2	$465K	Buy	13,486 +6,088	+82%	+$227K	0.21%	117
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 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

Whalen Wealth Management's EWZ Position: Q2 2026 in Review

Whalen Wealth Management increased its iShares MSCI Brazil ETF (EWZ) stake by 82% in Q2 2026, buying an estimated $227K and bringing the position to 13,486 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #117.

Whalen Wealth Management first reported a position in EWZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2025. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Whalen Wealth Management held 13,486 shares of iShares MSCI Brazil ETF worth $465K as of Q2 2026.
Whalen Wealth Management bought 6,088 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $227K.
iShares MSCI Brazil ETF made up 0.21% of Whalen Wealth Management's portfolio in Q2 2026, its #117 holding.
Whalen Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2025 and has held it in 4 quarters since.
Whalen Wealth Management's iShares MSCI Brazil ETF position peaked at $2.13M in Q1 2025.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.