Mount Lucas Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$743K	Hold	50,150	–	–	0.27%	111
2025 Q4	$648K	Sell	50,150 -350	-0.7%	-$4.72K	0.26%	133
2025 Q3	$702K	Hold	50,500	–	–	0.29%	122
2025 Q2	$670K	Buy	50,500 +500	+1%	+$6.05K	0.29%	118
2025 Q1	$539K	Buy	+50,000	New	+$517K	0.17%	116

Other funds holding EWZS

LWM

Lifetime Wealth Management Rockwall, Texas $176M AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

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

Mount Lucas Management held its iShares MSCI Brazil Small-Cap ETF (EWZS) position steady in Q1 2026 at 50,150 shares worth $743K. The position accounts for 0.27% of the portfolio, ranked #111.

Mount Lucas Management first reported a position in EWZS in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold EWZS as of Q1 2026.

Mount Lucas Management held 50,150 shares of iShares MSCI Brazil Small-Cap ETF worth $743K as of Q1 2026.
Mount Lucas Management left its iShares MSCI Brazil Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Brazil Small-Cap ETF made up 0.27% of Mount Lucas Management's portfolio in Q1 2026, its #111 holding.
Mount Lucas Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q1 2026.

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