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	$203M	Buy	5,285,200 +848,500	+19%	+$31M	0.35%	41
2025 Q4	$141M	Buy	+4,436,700	New	+$140M	0.28%	44
2020 Q1	–	Sell	-100,000	Closed	-$4.75M	–	1215
2019 Q4	$4.75M	Hold	100,000	–	–	0.03%	572
2019 Q3	$4.21M	Sell	100,000 -81,700	-45%	-$3.52M	0.03%	504
2019 Q2	$7.94M	Sell	181,700 -67,900	-27%	-$2.8M	0.06%	349
2019 Q1	$10.2M	Buy	249,600 +99,600	+66%	+$4.28M	0.09%	208
2018 Q4	$5.73M	Buy	+150,000	New	+$5.81M	0.07%	221
2016 Q4	–	Sell	-431,200	Closed	-$14.5M	–	983
2016 Q3	$14.5M	Buy	+431,200	New	+$14.3M	0.32%	58
2015 Q1	–	Sell	-200,100	Closed	-$7.32M	–	292
2014 Q4	$7.32M	Sell	200,100 -702,700	-78%	-$28.5M	0.1%	135
2014 Q3	$39.2M	Buy	+902,800	New	+$44.7M	0.44%	53
2014 Q2	–	Sell	-100,500	Closed	-$4.53M	–	415
2014 Q1	$4.53M	Sell	100,500 -369,100	-79%	-$15.2M	0.06%	173
2013 Q4	$21M	Buy	469,600 +11,000	+2%	+$523K	0.23%	58
2013 Q3	$22M	Sell	458,600 -75,000	-14%	-$3.33M	0.22%	60
2013 Q2	$23.4M	Buy	+533,600	New	+$27.7M	0.25%	55

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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.