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	–	Sell	-320,000	Closed	-$10.2M	–	178
2025 Q4	$10.2M	Hold	320,000	–	–	4.07%	2
2025 Q3	$9.92M	Sell	320,000 -80,000	-20%	-$2.29M	4.07%	2
2025 Q2	$11.5M	Hold	400,000	–	–	4.92%	2
2025 Q1	$10.3M	Buy	+400,000	New	+$9.96M	3.33%	5

Other funds holding EWZ

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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Mount Lucas Management increased its iShares MSCI Brazil ETF (EWZ) stake by 0.51% in Q2 2026, buying an estimated $105K and bringing the position to 550,366 shares worth $19M. The position accounts for 6.76% of the portfolio, ranked #1.

Mount Lucas Management first reported a position in EWZ in Q3 2013 and has held it in 30 quarters since. The position peaked at $21M in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Mount Lucas Management held 550,366 shares of iShares MSCI Brazil ETF worth $19M as of Q2 2026.
Mount Lucas Management bought 2,802 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $105K.
iShares MSCI Brazil ETF made up 6.76% of Mount Lucas Management's portfolio in Q2 2026, its #1 holding.
Mount Lucas Management first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 30 quarters since.
Mount Lucas Management's iShares MSCI Brazil ETF position peaked at $21M in Q1 2026.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

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