ASHFORD CAPITAL MANAGEMENT INC EWZ — ISHARES MSCI BRAZIL

Ownership history in ASHFORD CAPITAL MANAGEMENT INC  ·  6 quarters on record

AI Ownership Summary

ASHFORD CAPITAL MANAGEMENT INC reported ISHARES MSCI BRAZIL (EWZ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.53% in 2025 Q1. The latest visible filing shows EWZ at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASHFORD CAPITAL MANAGEMENT INC's position in ISHARES MSCI BRAZIL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWZ was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EWZ stock page ASHFORD CAPITAL MANAGEMENT INC fund profile ASHFORD CAPITAL MANAGEMENT INC full holdings
How ASHFORD CAPITAL MANAGEMENT INC held EWZ — position size vs. price
% of Fund (quarterly)    EWZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 108,250 -22,030 -16.9% 0.51% $4.2M 2026-05-15 $36.23
2025 Q4 ADDED — — — 130,280 +6,008 +4.8% 0.46% $4.1M 2026-02-17 $37.74
2025 Q3 REDUCED 5.3% +4.5% ❌ 124,272 -6,928 -5.3% 0.43% $3.9M 2025-11-14 $32.06
2025 Q2 REDUCED 17.6% +7.4% ❌ 131,200 -28,064 -17.6% 0.44% $3.8M 2025-08-18 $27.33
2025 Q1 ADDED — — — 159,264 +84,880 +114.1% 0.53% $4.1M 2025-05-15 $26.57
2024 Q4 INITIATED — — — 74,384 — — 0.20% $1.7M 2025-02-18 $25.03

🏢 Other funds also holding EWZ

As of 2026 Q1 — sorted by position size

Markin Volterra Fund LP 22.37% New Paradigm Capital Management, LLC 16.82% BlackBarn Capital Partners LP 16.21% ARP Global Capital Ltd 11.95% Banco BTG Pactual S.A. 3Y 7Y 9.92% DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 3Y 7Y 8.66% Corecam Pte. Ltd. 8.53% Mount Lucas Management LP 3Y 7Y 7.76% Corecam AG 7.3% Banco BTG Pactual S.A. 3Y 7Y 7.2%

FAQ About ASHFORD CAPITAL MANAGEMENT INC and EWZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASHFORD CAPITAL MANAGEMENT INC reported owning EWZ?

ASHFORD CAPITAL MANAGEMENT INC reported EWZ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EWZ position in ASHFORD CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for EWZ was 0.53% in 2025 Q1.

What is the latest reported EWZ position on this page?

The most recent filing on this page is 2026 Q1, when ASHFORD CAPITAL MANAGEMENT INC reported 108,250 shares, equal to 0.51% of portfolio, with an estimated market value of $4.2M.

What does the chart on this EWZ ownership page compare?

The chart compares ASHFORD CAPITAL MANAGEMENT INC's quarterly EWZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ASHFORD CAPITAL MANAGEMENT INC time their EWZ position?

Based on 13F filing dates vs. subsequent EWZ price moves, ASHFORD CAPITAL MANAGEMENT INC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on EWZ relative to SPY over the holding period was +14.4%.

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