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 $1.66T 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.