Mount Lucas Management’s iShares MSCI Australia ETF EWA Stock Holding History

Mount Lucas Management’s Portfolio EWA Stock Details EWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.15M	Buy	147,259 +6,889	+5%	+$200K	1.48%	8
2026 Q1	$3.9M	Sell	140,370 -9,024	-6%	-$254K	1.44%	10
2025 Q4	$3.91M	Buy	149,394 +13,533	+10%	+$358K	1.56%	6
2025 Q3	$3.67M	Sell	135,861 -345	-0.3%	-$9.21K	1.51%	8
2025 Q2	$3.58M	Buy	+136,206	New	+$3.4M	1.53%	9
2025 Q1	–	Sell	-46,843	Closed	-$1.12M	–	164
2024 Q4	$1.12M	Sell	46,843 -85,244	-65%	-$2.19M	0.39%	62
2024 Q3	$3.58M	Buy	132,087 +554	+0.4%	+$14K	1.22%	8
2024 Q2	$3.21M	Sell	131,533 -7,704	-6%	-$188K	0.92%	23
2024 Q1	$3.43M	Buy	139,237 +2,420	+2%	+$57.7K	0.94%	21
2023 Q4	$3.33M	Buy	+136,817	New	+$3.03M	0.96%	23
2023 Q3	–	Sell	-132,471	Closed	-$2.99M	–	136
2023 Q2	$2.99M	Buy	+132,471	New	+$3.03M	1%	22
2023 Q1	–	Sell	-67,832	Closed	-$1.51M	–	115
2022 Q4	$1.51M	Buy	+67,832	New	+$1.47M	0.49%	54

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Mount Lucas Management's EWA Position: Q2 2026 in Review

Mount Lucas Management increased its iShares MSCI Australia ETF (EWA) stake by 4.9% in Q2 2026, buying an estimated $200K and bringing the position to 147,259 shares worth $4.15M. The position accounts for 1.48% of the portfolio, ranked #8.

Mount Lucas Management first reported a position in EWA in Q4 2022 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold EWA as of Q2 2026.

Mount Lucas Management held 147,259 shares of iShares MSCI Australia ETF worth $4.15M as of Q2 2026.
Mount Lucas Management bought 6,889 iShares MSCI Australia ETF shares in Q2 2026, an estimated $200K.
iShares MSCI Australia ETF made up 1.48% of Mount Lucas Management's portfolio in Q2 2026, its #8 holding.
Mount Lucas Management first reported a position in iShares MSCI Australia ETF in Q4 2022 and has held it in 12 quarters since.
187 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.