Mount Lucas Management’s iShares MSCI South Africa ETF EZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $520K | Sell |
8,122
-3,084
| -28% | -$206K | 0.16% | 132 |
|
|
2026
Q2 | $708K | Sell |
11,206
-1,735
| -13% | -$119K | 0.25% | 127 |
|
|
2026
Q1 | $877K | Sell |
12,941
-2,060
| -14% | -$150K | 0.32% | 90 |
|
|
2025
Q4 | $1.03M | Sell |
15,001
-948
| -6% | -$62.8K | 0.41% | 73 |
|
|
2025
Q3 | $1.02M | Sell |
15,949
-837
| -5% | -$47.9K | 0.42% | 70 |
|
|
2025
Q2 | $902K | Sell |
16,786
-3,039
| -15% | -$152K | 0.38% | 70 |
|
|
2025
Q1 | $954K | Buy |
19,825
+234
| +1% | +$10.6K | 0.31% | 77 |
|
|
2024
Q4 | $821K | Buy |
19,591
+1,400
| +8% | +$67.2K | 0.29% | 77 |
|
|
2024
Q3 | $917K | Sell |
18,191
-1,721
| -9% | -$78.7K | 0.31% | 78 |
|
|
2024
Q2 | $863K | Buy |
+19,912
| New | +$821K | 0.25% | 82 |
|
|
2022
Q2 | – | Sell |
-16,745
| Closed | -$930K | – | 110 |
|
|
2022
Q1 | $930K | Buy |
+16,745
| New | +$860K | 0.27% | 75 |
|
|
2021
Q4 | – | Sell |
-14,993
| Closed | -$705K | – | 145 |
|
|
2021
Q3 | $705K | Sell |
14,993
-1,629
| -10% | -$77.7K | 0.21% | 95 |
|
|
2021
Q2 | $812K | Sell |
16,622
-1,391
| -8% | -$71.1K | 0.24% | 96 |
|
|
2021
Q1 | $889K | Sell |
18,013
-46,892
| -72% | -$2.2M | 0.26% | 87 |
|
|
2020
Q4 | $2.84M | Buy |
+64,905
| New | +$2.68M | 0.6% | 72 |
|
|
2019
Q3 | – | Sell |
-21,011
| Closed | -$1.15M | – | 109 |
|
|
2019
Q2 | $1.15M | Buy |
+21,011
| New | +$1.15M | 0.19% | 90 |
|
|
2018
Q2 | – | Sell |
-68,724
| Closed | -$4.72M | – | 87 |
|
|
2018
Q1 | $4.72M | Sell |
68,724
-2,735
| -4% | -$195K | 0.76% | 46 |
|
|
2017
Q4 | $5M | Buy |
71,459
+1,830
| +3% | +$113K | 0.86% | 33 |
|
|
2017
Q3 | $4.09M | Sell |
69,629
-8,823
| -11% | -$531K | 0.74% | 58 |
|
|
2017
Q2 | $4.45M | Sell |
78,452
-2,688
| -3% | -$157K | 0.84% | 41 |
|
|
2017
Q1 | $4.48M | Buy |
81,140
+43,253
| +114% | +$2.43M | 0.89% | 38 |
|
|
2016
Q4 | $1.98M | Sell |
37,887
-47,219
| -55% | -$2.48M | 0.38% | 75 |
|
|
2016
Q3 | $4.77M | Buy |
+85,106
| New | +$4.77M | 0.85% | 29 |
|
|
2014
Q4 | – | Sell |
-33,027
| Closed | -$2.12M | – | 101 |
|
|
2014
Q3 | $2.12M | Sell |
33,027
-9,892
| -23% | -$688K | 0.37% | 55 |
|
|
2014
Q2 | $2.95M | Buy |
42,919
+15,738
| +58% | +$1.07M | 0.39% | 54 |
|
|
2014
Q1 | $1.8M | Buy |
+27,181
| New | +$1.67M | 0.25% | 57 |
|
|
2013
Q4 | – | Sell |
-74,982
| Closed | -$4.74M | – | 94 |
|
|
2013
Q3 | $4.74M | Buy |
+74,982
| New | +$4.55M | 1.04% | 23 |
|
Other funds holding EZA
Mount Lucas Management's EZA Position: Q3 2026 in Review
Mount Lucas Management reduced its iShares MSCI South Africa ETF (EZA) stake by 28% in Q3 2026, selling an estimated $206K and leaving 8,122 shares worth $520K. The position accounts for 0.16% of the portfolio, ranked #132.
Mount Lucas Management first reported a position in EZA in Q3 2013 and has held it in 27 quarters since. The position peaked at $5M in Q4 2017. 51 funds tracked by Wall St. Rank hold EZA as of Q3 2026.
- Mount Lucas Management held 8,122 shares of iShares MSCI South Africa ETF worth $520K as of Q3 2026.
- Mount Lucas Management sold 3,084 iShares MSCI South Africa ETF shares in Q3 2026, an estimated $206K.
- iShares MSCI South Africa ETF made up 0.16% of Mount Lucas Management's portfolio in Q3 2026, its #132 holding.
- Mount Lucas Management first reported a position in iShares MSCI South Africa ETF in Q3 2013 and has held it in 27 quarters since.
- Mount Lucas Management's iShares MSCI South Africa ETF position peaked at $5M in Q4 2017.
- 51 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q3 2026.
Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.