Mount Lucas Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21M	Buy	547,564 +497,959	+1,004%	+$18.2M	7.76%	2
2025 Q4	$1.58M	Sell	49,605 -1,946	-4%	-$61.5K	0.63%	50
2025 Q3	$1.6M	Sell	51,551 -1,210	-2%	-$34.6K	0.66%	42
2025 Q2	$1.52M	Buy	52,761 +32,761	+164%	+$884K	0.65%	37
2025 Q1	$517K	Buy	+20,000	New	+$498K	0.17%	117
2024 Q2	–	Sell	-25,224	Closed	-$818K	–	170
2024 Q1	$818K	Buy	25,224 +1,410	+6%	+$46.6K	0.22%	96
2023 Q4	$833K	Sell	23,814 -3,039	-11%	-$98.4K	0.24%	91
2023 Q3	$824K	Sell	26,853 -1,103	-4%	-$35.1K	0.29%	83
2023 Q2	$907K	Buy	+27,956	New	+$832K	0.3%	82
2022 Q4	–	Sell	-18,453	Closed	-$547K	–	115
2022 Q3	$547K	Buy	+18,453	New	+$545K	0.19%	74
2022 Q2	–	Sell	-24,259	Closed	-$917K	–	109
2022 Q1	$917K	Buy	+24,259	New	+$784K	0.27%	76
2021 Q3	–	Sell	-22,981	Closed	-$932K	–	113
2021 Q2	$932K	Sell	22,981 -3,134	-12%	-$118K	0.25%	86
2021 Q1	$874K	Sell	26,115 -54,258	-68%	-$1.88M	0.26%	91
2020 Q4	$2.98M	Buy	+80,373	New	+$2.59M	0.63%	55
2020 Q1	–	Sell	-79,531	Closed	-$3.77M	–	61
2019 Q4	$3.77M	Buy	79,531 +5,538	+7%	+$242K	0.75%	50
2019 Q3	$3.12M	Sell	73,993 -39,036	-35%	-$1.68M	0.56%	55
2019 Q2	$4.94M	Sell	113,029 -28,253	-20%	-$1.17M	0.84%	42
2019 Q1	$5.79M	Buy	+141,282	New	+$6.07M	0.96%	38
2018 Q4	–	Sell	-6,892	Closed	-$232K	–	67
2018 Q3	$232K	Buy	+6,892	New	+$232K	0.03%	72
2018 Q2	–	Sell	-107,831	Closed	-$4.84M	–	86
2018 Q1	$4.84M	Sell	107,831 -10,393	-9%	-$465K	0.78%	45
2017 Q4	$4.78M	Buy	118,224 +9,393	+9%	+$380K	0.83%	40
2017 Q3	$4.54M	Buy	+108,831	New	+$4.26M	0.82%	40
2017 Q2	–	Sell	-118,258	Closed	-$4.43M	–	147
2017 Q1	$4.43M	Sell	118,258 -15,889	-12%	-$593K	0.88%	40
2016 Q4	$4.47M	Buy	134,147 +775	+0.6%	+$26.6K	0.85%	30
2016 Q3	$4.5M	Sell	133,372 -46,674	-26%	-$1.54M	0.8%	36
2016 Q2	$5.43M	Buy	+180,046	New	+$4.97M	0.92%	29
2014 Q4	–	Sell	-49,204	Closed	-$2.14M	–	100
2014 Q3	$2.14M	Sell	49,204 -13,924	-22%	-$689K	0.37%	54
2014 Q2	$3.02M	Buy	+63,128	New	+$3.02M	0.4%	51
2013 Q4	–	Sell	-80,447	Closed	-$3.85M	–	93
2013 Q3	$3.85M	Buy	+80,447	New	+$3.58M	0.85%	26

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Mount Lucas Management's EWZ Position: Q1 2026 in Review

Mount Lucas Management increased its iShares MSCI Brazil ETF (EWZ) stake by 1,004% in Q1 2026, buying an estimated $18.2M and bringing the position to 547,564 shares worth $21M. The position accounts for 7.76% of the portfolio, ranked #2.

Mount Lucas Management first reported a position in EWZ in Q3 2013 and has held it in 29 quarters since. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

Mount Lucas Management held 547,564 shares of iShares MSCI Brazil ETF worth $21M as of Q1 2026.
Mount Lucas Management bought 497,959 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $18.2M.
iShares MSCI Brazil ETF made up 7.76% of Mount Lucas Management's portfolio in Q1 2026, its #2 holding.
Mount Lucas Management first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 29 quarters since.
412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.