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Mount Lucas Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Mount Lucas Management’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
10,354
-3,601
-26% -$337K 0.4% 75
2026
Q1 		$990K Sell
13,955
-1,234
-8% -$86.8K 0.37% 73
2025
Q4 		$965K Sell
15,189
-448
-3% -$28.8K 0.39% 83
2025
Q3 		$995K Sell
15,637
-925
-6% -$55.7K 0.41% 73
2025
Q2 		$951K Buy
+16,562
New +$847K 0.41% 64
2025
Q1 		– Sell
-17,215
Closed -$891K – 166
2024
Q4 		$891K Buy
17,215
+1,336
+8% +$72.5K 0.31% 72
2024
Q3 		$855K Buy
15,879
+30
+0.2% +$1.6K 0.29% 87
2024
Q2 		$859K Sell
15,849
-2,123
-12% -$106K 0.25% 83
2024
Q1 		$875K Sell
17,972
-115
-0.6% -$5.31K 0.24% 89
2023
Q4 		$833K Sell
18,087
-80
-0.4% -$3.71K 0.24% 89
2023
Q3 		$809K Buy
18,167
+1,075
+6% +$49.8K 0.29% 84
2023
Q2 		$804K Buy
17,092
+1,774
+12% +$80.9K 0.27% 90
2023
Q1 		$694K Buy
+15,318
New +$677K 0.18% 87
2022
Q1 		– Sell
-11,854
Closed -$790K – 120
2021
Q4 		$790K Sell
11,854
-754
-6% -$48.4K 0.23% 91
2021
Q3 		$782K Sell
12,608
-1,543
-11% -$98.4K 0.24% 89
2021
Q2 		$905K Sell
14,151
-100
-0.7% -$6.22K 0.24% 87
2021
Q1 		$854K Sell
14,251
-40,700
-74% -$2.36M 0.25% 93
2020
Q4 		$2.92M Sell
54,951
-9,218
-14% -$450K 0.61% 61
2020
Q3 		$2.88M Sell
64,169
-10,385
-14% -$460K 0.6% 42
2020
Q2 		$3M Buy
+74,554
New +$2.77M 0.59% 33
2020
Q1 		– Sell
-85,445
Closed -$3.51M – 57
2019
Q4 		$3.51M Sell
85,445
-10,604
-11% -$418K 0.7% 52
2019
Q3 		$3.49M Buy
+96,049
New +$3.39M 0.63% 50
2018
Q4 		– Sell
-67,912
Closed -$2.56M – 65
2018
Q3 		$2.56M Buy
67,912
+49,199
+263% +$1.82M 0.38% 49
2018
Q2 		$674K Sell
18,713
-115,098
-86% -$4.25M 0.1% 70
2018
Q1 		$5.13M Buy
133,811
+8,140
+6% +$307K 0.83% 36
2017
Q4 		$4.55M Buy
125,671
+9,524
+8% +$353K 0.79% 53
2017
Q3 		$4.19M Sell
116,147
-18,478
-14% -$679K 0.76% 53
2017
Q2 		$4.81M Sell
134,625
-3,130
-2% -$107K 0.91% 30
2017
Q1 		$4.58M Sell
137,755
-9,970
-7% -$319K 0.91% 35
2016
Q4 		$4.34M Sell
147,725
-999
-0.7% -$30.7K 0.82% 34
2016
Q3 		$4.67M Sell
148,724
-21,696
-13% -$656K 0.83% 30
2016
Q2 		$4.79M Buy
+170,420
New +$4.54M 0.81% 33
2015
Q3 		– Sell
-48,214
Closed -$1.52M – 107
2015
Q2 		$1.52M Sell
48,214
-63,803
-57% -$2.06M 0.29% 61
2015
Q1 		$3.53M Buy
112,017
+54,243
+94% +$1.69M 0.6% 46
2014
Q4 		$1.75M Sell
57,774
-41,076
-42% -$1.26M 0.19% 54
2014
Q3 		$3.02M Buy
98,850
+3,630
+4% +$117K 0.52% 50
2014
Q2 		$3.01M Buy
95,220
+35,145
+59% +$1.05M 0.4% 52
2014
Q1 		$1.73M Sell
60,075
-9,850
-14% -$275K 0.24% 58
2013
Q4 		$2.02M Sell
69,925
-182,382
-72% -$5.2M 0.44% 48
2013
Q3 		$7.02M Buy
252,307
+218,889
+655% +$5.99M 1.54% 21
2013
Q2 		$889K Buy
+33,418
New +$907K 0.2% 58

Other funds holding EWT

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Mount Lucas Management reduced its iShares MSCI Taiwan ETF (EWT) stake by 26% in Q2 2026, selling an estimated $337K and leaving 10,354 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #75.

Mount Lucas Management first reported a position in EWT in Q2 2013 and has held it in 41 quarters since. The position peaked at $7.02M in Q3 2013. 305 funds tracked by Wall St. Rank hold EWT as of Q2 2026.

  • Mount Lucas Management held 10,354 shares of iShares MSCI Taiwan ETF worth $1.12M as of Q2 2026.
  • Mount Lucas Management sold 3,601 iShares MSCI Taiwan ETF shares in Q2 2026, an estimated $337K.
  • iShares MSCI Taiwan ETF made up 0.4% of Mount Lucas Management's portfolio in Q2 2026, its #75 holding.
  • Mount Lucas Management first reported a position in iShares MSCI Taiwan ETF in Q2 2013 and has held it in 41 quarters since.
  • Mount Lucas Management's iShares MSCI Taiwan ETF position peaked at $7.02M in Q3 2013.
  • 305 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q2 2026.

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