Capstone Investment Advisors
EWZ icon

Capstone Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Capstone Investment 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 		– Sell
-100,000
Closed -$3.18M – 1670
2025
Q4 		$3.18M Buy
+100,000
New +$3.16M 0.01% 481
2023
Q1 		– Sell
-2,000,000
Closed -$55.9M – 1606
2022
Q4 		$55.9M Buy
2,000,000
+1,100,000
+122% +$33.6M 0.41% 26
2022
Q3 		$26.7M Buy
+900,000
New +$26.6M 0.16% 75
2019
Q4 		– Sell
-100,000
Closed -$4.21M – 1404
2019
Q3 		$4.21M Hold
100,000
– – 0.03% 503
2019
Q2 		$4.37M Sell
100,000
-487,300
-83% -$20.1M 0.03% 500
2019
Q1 		$24.1M Buy
587,300
+437,300
+292% +$18.8M 0.22% 107
2018
Q4 		$5.73M Buy
150,000
+84,700
+130% +$3.28M 0.07% 220
2018
Q3 		$2.2M Buy
+65,300
New +$2.2M 0.03% 410
2016
Q4 		– Sell
-443,100
Closed -$14.9M – 982
2016
Q3 		$14.9M Buy
+443,100
New +$14.7M 0.33% 56
2015
Q1 		– Sell
-340,000
Closed -$12.4M – 291
2014
Q4 		$12.4M Sell
340,000
-118,600
-26% -$4.82M 0.18% 96
2014
Q3 		$19.9M Sell
458,600
-122,300
-21% -$6.05M 0.22% 93
2014
Q2 		$27.8M Sell
580,900
-1,365,300
-70% -$65.4M 0.36% 62
2014
Q1 		$87.6M Buy
1,946,200
+1,217,100
+167% +$50M 1.12% 15
2013
Q4 		$32.6M Buy
729,100
+96,400
+15% +$4.58M 0.36% 35
2013
Q3 		$30.3M Buy
632,700
+65,000
+11% +$2.89M 0.31% 50
2013
Q2 		$24.9M Buy
+567,700
New +$29.5M 0.26% 48

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

Capstone Investment Advisors's EWZ Position: Q1 2026 in Review

Capstone Investment Advisors increased its iShares MSCI Brazil ETF (EWZ) stake by 500% in Q1 2026, buying an estimated $1.71M and bringing the position to 56,247 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Capstone Investment Advisors first reported a position in EWZ in Q3 2013 and has held it in 20 quarters since. The position peaked at $9.68M in Q1 2025. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

  • Capstone Investment Advisors held 56,247 shares of iShares MSCI Brazil ETF worth $2.16M as of Q1 2026.
  • Capstone Investment Advisors bought 46,869 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $1.71M.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #624 holding.
  • Capstone Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 20 quarters since.
  • Capstone Investment Advisors's iShares MSCI Brazil ETF position peaked at $9.68M in Q1 2025.
  • 412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

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