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

Osborne Partners 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
2025 Q2	–	Sell	-15,500	Closed	-$401K	–	206
2025 Q1	$401K	Hold	15,500	–	–	0.02%	166
2024 Q4	$349K	Buy	+15,500	New	+$415K	0.02%	175
2024 Q1	–	Sell	-10,540	Closed	-$368K	–	206
2023 Q4	$368K	Sell	10,540 -220	-2%	-$7.13K	0.02%	168
2023 Q3	$330K	Buy	10,760 +1,890	+21%	+$60.1K	0.02%	163
2023 Q2	$288K	Sell	8,870 -1,740	-16%	-$51.8K	0.02%	176
2023 Q1	$291K	Sell	10,610 -2,310	-18%	-$64.7K	0.02%	178
2022 Q4	$361K	Buy	+12,920	New	+$395K	0.03%	166
2022 Q1	–	Sell	-15,630	Closed	-$439K	–	214
2021 Q4	$439K	Buy	+15,630	New	+$470K	0.03%	155

Other funds holding EWZ

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

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

Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Osborne Partners Capital Management's EWZ Position: Q2 2025 in Review

Osborne Partners Capital Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2025, closing a stake of 15,500 shares — an estimated $401K sold.

Osborne Partners Capital Management first reported a position in EWZ in Q4 2021 and held it in 8 quarters. The position peaked at $439K in Q4 2021. 323 funds tracked by Wall St. Rank hold EWZ as of Q2 2025.

Osborne Partners Capital Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 15,500 iShares MSCI Brazil ETF shares in Q2 2025, an estimated $401K.
Osborne Partners Capital Management first reported a position in iShares MSCI Brazil ETF in Q4 2021 and held it in 8 quarters.
Osborne Partners Capital Management's iShares MSCI Brazil ETF position peaked at $439K in Q4 2021.
323 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2025.

Based on Osborne Partners Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.