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

Ashford 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	$3.4M	Sell	98,408 -9,842	-9%	-$368K	0.36%	54
2026 Q1	$4.16M	Sell	108,250 -22,030	-17%	-$805K	0.51%	45
2025 Q4	$4.14M	Buy	130,280 +6,008	+5%	+$190K	0.46%	49
2025 Q3	$3.85M	Sell	124,272 -6,928	-5%	-$198K	0.43%	51
2025 Q2	$3.79M	Sell	131,200 -28,064	-18%	-$757K	0.44%	47
2025 Q1	$4.12M	Buy	159,264 +84,880	+114%	+$2.11M	0.53%	45
2024 Q4	$1.67M	Buy	+74,384	New	+$1.99M	0.2%	62

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

Ashford Capital Management's EWZ Position: Q2 2026 in Review

Ashford Capital Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 9.1% in Q2 2026, selling an estimated $368K and leaving 98,408 shares worth $3.4M. The position accounts for 0.36% of the portfolio, ranked #54.

Ashford Capital Management first reported a position in EWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.16M in Q1 2026. 402 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Ashford Capital Management held 98,408 shares of iShares MSCI Brazil ETF worth $3.4M as of Q2 2026.
Ashford Capital Management sold 9,842 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $368K.
iShares MSCI Brazil ETF made up 0.36% of Ashford Capital Management's portfolio in Q2 2026, its #54 holding.
Ashford Capital Management first reported a position in iShares MSCI Brazil ETF in Q4 2024 and has held it in 7 quarters since.
Ashford Capital Management's iShares MSCI Brazil ETF position peaked at $4.16M in Q1 2026.
402 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Ashford Capital Management's 13F filing for Q2 2026, filed 21 Aug 2026.