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Mount Lucas Management’s iShares MSCI South Africa ETF EZA Stock Holding History

Mount Lucas Management’s Portfolio EZA Stock Details EZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 0.22% 96
2021
Q1 		$889K Sell
18,013
-46,892
-72% -$2.2M 0.26% 87
2020
Q4 		$2.85M 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

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mount Lucas Management reduced its iShares MSCI South Africa ETF (EZA) stake by 14% in Q1 2026, selling an estimated $150K and leaving 12,941 shares worth $877K. The position accounts for 0.32% of the portfolio, ranked #90.

Mount Lucas Management first reported a position in EZA in Q3 2013 and has held it in 25 quarters since. The position peaked at $5M in Q4 2017. 93 funds tracked by Wall St. Rank hold EZA as of Q1 2026.

  • Mount Lucas Management held 12,941 shares of iShares MSCI South Africa ETF worth $877K as of Q1 2026.
  • Mount Lucas Management sold 2,060 iShares MSCI South Africa ETF shares in Q1 2026, an estimated $150K.
  • iShares MSCI South Africa ETF made up 0.32% of Mount Lucas Management's portfolio in Q1 2026, its #90 holding.
  • Mount Lucas Management first reported a position in iShares MSCI South Africa ETF in Q3 2013 and has held it in 25 quarters since.
  • Mount Lucas Management's iShares MSCI South Africa ETF position peaked at $5M in Q4 2017.
  • 93 funds tracked by Wall St. Rank held iShares MSCI South Africa ETF as of Q1 2026.

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