Capstone Investment Advisors
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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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capstone Investment Advisors's EWZ Position: Q2 2026 in Review

Capstone Investment Advisors increased its iShares MSCI Brazil ETF (EWZ) stake by 1,230% in Q2 2026, buying an estimated $25.9M and bringing the position to 748,291 shares worth $25.8M. The position accounts for 0.05% of the portfolio, ranked #178.

Capstone Investment Advisors first reported a position in EWZ in Q3 2013 and has held it in 21 quarters since. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Capstone Investment Advisors held 748,291 shares of iShares MSCI Brazil ETF worth $25.8M as of Q2 2026.
  • Capstone Investment Advisors bought 692,044 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $25.9M.
  • iShares MSCI Brazil ETF made up 0.05% of Capstone Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • Capstone Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 21 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.