CAPSTONE INVESTMENT ADVISORS, LLC EWZ — ISHARES MSCI BRAZIL COM

Ownership history in CAPSTONE INVESTMENT ADVISORS, LLC  ·  71 quarters on record

AI Ownership Summary

CAPSTONE INVESTMENT ADVISORS, LLC reported ISHARES MSCI BRAZIL COM (EWZ) in 71 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows EWZ at 0.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPSTONE INVESTMENT ADVISORS, LLC's position in ISHARES MSCI BRAZIL COM, 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 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 CAPSTONE INVESTMENT ADVISORS, LLC fund profile CAPSTONE INVESTMENT ADVISORS, LLC full holdings
How CAPSTONE INVESTMENT ADVISORS, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,285,200 +5,228,953 +9296.4% 0.35% $202.9M 2026-05-15 $35.89
2026 Q1 REDUCED 98.7% -9.2% ✅ 56,247 -4,380,453 -98.7% 0.00% $2.2M 2026-05-15 $35.89
2025 Q4 ADDED — — — 4,436,700 +4,427,322 +47209.7% 0.28% $141.0M 2026-02-17 $37.38
2025 Q4 REDUCED 90.6% +20.9% ❌ 9,378 -90,622 -90.6% 0.00% $298K 2026-02-17 $37.38
2025 Q4 ADDED — — — 100,000 +89,438 +846.8% 0.01% $3.2M 2026-02-17 $37.38
2025 Q3 REDUCED 45.3% +4.5% ❌ 10,562 -8,759 -45.3% 0.00% $327K 2025-11-14 $31.75
2025 Q2 REDUCED 94.8% +7.4% ❌ 19,321 -354,980 -94.8% 0.00% $557K 2025-08-14 $26.69
2025 Q1 UNCHANGED — — — 374,301 — 0% 0.03% $9.7M 2025-05-15 $26.32
2024 Q4 REDUCED 81.3% +14.8% ❌ 374,301 -1,625,699 -81.3% 0.02% $8.4M 2025-02-14 $24.78
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EWZ

As of 2026 Q2 — sorted by position size

Miller Global Investments, LLC 0.2% Boltwood Capital Management 3Y 7Y 0.06% CoreCap Advisors, LLC 3Y 0.0%

FAQ About CAPSTONE INVESTMENT ADVISORS, LLC and EWZ

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

How long has CAPSTONE INVESTMENT ADVISORS, LLC reported owning EWZ?

CAPSTONE INVESTMENT ADVISORS, LLC reported EWZ across 9 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EWZ position in CAPSTONE INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for EWZ was 0.35% in 2026 Q1.

What is the latest reported EWZ position on this page?

The most recent filing on this page is 2026 Q1, when CAPSTONE INVESTMENT ADVISORS, LLC reported 5,285,200 shares, equal to 0.35% of portfolio, with an estimated market value of $202.9M.

What does the chart on this EWZ ownership page compare?

The chart compares CAPSTONE INVESTMENT ADVISORS, LLC'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 CAPSTONE INVESTMENT ADVISORS, LLC time their EWZ position?

Based on 13F filing dates vs. subsequent EWZ price moves, CAPSTONE INVESTMENT ADVISORS, LLC correctly timed 36 out of 67 reported position changes (54%). The annualised alpha on EWZ relative to SPY over the holding period was -9.3%.

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