Mount Lucas Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	37,899 +1,762	+5%	+$50.6K	0.36%	90
2026 Q1	$1.03M	Sell	36,137 -536	-1%	-$15.5K	0.38%	69
2025 Q4	$1M	Sell	36,673 -311	-0.8%	-$8.2K	0.4%	77
2025 Q3	$959K	Buy	36,984 +3,566	+11%	+$88.3K	0.39%	77
2025 Q2	$813K	Buy	+33,418	New	+$795K	0.35%	79
2025 Q1	–	Sell	-36,749	Closed	-$901K	–	165
2024 Q4	$901K	Buy	36,749 +3,791	+12%	+$94.6K	0.31%	71
2024 Q3	$892K	Sell	32,958 -2,232	-6%	-$54.9K	0.3%	81
2024 Q2	$790K	Sell	35,190 -3,127	-8%	-$70.5K	0.23%	88
2024 Q1	$835K	Sell	38,317 -861	-2%	-$18.5K	0.23%	94
2023 Q4	$833K	Buy	+39,178	New	+$823K	0.24%	92
2022 Q2	–	Sell	-27,529	Closed	-$705K	–	106
2022 Q1	$705K	Buy	+27,529	New	+$691K	0.21%	88
2021 Q3	–	Sell	-1,585	Closed	-$40K	–	111
2021 Q2	$40K	Sell	1,585 -29,042	-95%	-$789K	0.01%	111
2021 Q1	$830K	Sell	30,627 -65,548	-68%	-$1.82M	0.24%	95
2020 Q4	$2.77M	Buy	96,175 +40,492	+73%	+$1.11M	0.58%	77
2020 Q3	$1.46M	Buy	+55,683	New	+$1.49M	0.3%	59
2018 Q4	–	Sell	-7,819	Closed	-$253K	–	63
2018 Q3	$253K	Sell	7,819 -15,805	-67%	-$510K	0.04%	65
2018 Q2	$737K	Sell	23,624 -116,576	-83%	-$3.97M	0.11%	69
2018 Q1	$5.07M	Sell	140,200 -4,606	-3%	-$161K	0.82%	38
2017 Q4	$4.77M	Buy	144,806 +8,513	+6%	+$276K	0.83%	41
2017 Q3	$4.42M	Sell	136,293 -10,352	-7%	-$332K	0.8%	46
2017 Q2	$4.65M	Buy	+146,645	New	+$4.66M	0.88%	35
2016 Q4	–	Sell	-136,633	Closed	-$4.43M	–	150
2016 Q3	$4.43M	Buy	136,633 +129,800	+1,900%	+$4.28M	0.79%	38
2016 Q2	$227K	Buy	+6,833	New	+$228K	0.04%	100
2014 Q4	–	Sell	-26,631	Closed	-$1.64M	–	94
2014 Q3	$1.64M	Sell	26,631 -19,020	-42%	-$1.21M	0.28%	60
2014 Q2	$2.9M	Buy	45,651 +36,468	+397%	+$2.32M	0.38%	58
2014 Q1	$575K	Sell	9,183 -22,588	-71%	-$1.37M	0.08%	70
2013 Q4	$2.01M	Buy	31,771 +13,739	+76%	+$867K	0.44%	49
2013 Q3	$1.08M	Sell	18,032 -9,153	-34%	-$557K	0.24%	68
2013 Q2	$1.69M	Buy	+27,185	New	+$1.73M	0.38%	48

Other funds holding EWM

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

BCP

Breakout Capital Partners New York $164M AUM 0.57% 1-Year Est. Return

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

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CIG

Cairn Investment Group Vancouver, Washington $227M AUM 19.95% 1-Year Est. Return

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

Mount Lucas Management increased its iShares MSCI Malaysia ETF (EWM) stake by 4.9% in Q2 2026, buying an estimated $50.6K and bringing the position to 37,899 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #90.

Mount Lucas Management first reported a position in EWM in Q2 2013 and has held it in 29 quarters since. The position peaked at $5.07M in Q1 2018. 74 funds tracked by Wall St. Rank hold EWM as of Q2 2026.

Mount Lucas Management held 37,899 shares of iShares MSCI Malaysia ETF worth $1.02M as of Q2 2026.
Mount Lucas Management bought 1,762 iShares MSCI Malaysia ETF shares in Q2 2026, an estimated $50.6K.
iShares MSCI Malaysia ETF made up 0.36% of Mount Lucas Management's portfolio in Q2 2026, its #90 holding.
Mount Lucas Management first reported a position in iShares MSCI Malaysia ETF in Q2 2013 and has held it in 29 quarters since.
Mount Lucas Management's iShares MSCI Malaysia ETF position peaked at $5.07M in Q1 2018.
74 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q2 2026.

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