Caldwell Sutter Capital’s iShares MSCI Mexico ETF EWW Stock Holding History

Caldwell Sutter Capital’s Portfolio EWW Stock Details EWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35	Closed	-$2.39K	–	887
2025 Q3	$2.39K	Hold	35	–	–	﹤0.01%	718
2025 Q2	$2.12K	Hold	35	–	–	﹤0.01%	719
2025 Q1	$1.78K	Buy	35 +10	+40%	+$505	﹤0.01%	742
2024 Q4	$1.17K	Buy	25 +10	+67%	+$516	﹤0.01%	806
2024 Q3	$806	Sell	15 -9	-38%	-$500	﹤0.01%	828
2024 Q2	$1.36K	Buy	24 +15	+167%	+$963	﹤0.01%	804
2024 Q1	$624	Hold	9	–	–	﹤0.01%	849
2023 Q4	$611	Buy	+9	New	+$544	﹤0.01%	872

Other funds holding EWW

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Caldwell Sutter Capital's EWW Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of iShares MSCI Mexico ETF (EWW) in Q4 2025, closing a stake of 35 shares — an estimated $2.39K sold.

Caldwell Sutter Capital first reported a position in EWW in Q4 2023 and held it in 8 quarters. The position peaked at $2.39K in Q3 2025. 237 funds tracked by Wall St. Rank hold EWW as of Q4 2025.

Caldwell Sutter Capital reported no remaining iShares MSCI Mexico ETF position as of Q4 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 35 iShares MSCI Mexico ETF shares in Q4 2025, an estimated $2.39K.
Caldwell Sutter Capital first reported a position in iShares MSCI Mexico ETF in Q4 2023 and held it in 8 quarters.
Caldwell Sutter Capital's iShares MSCI Mexico ETF position peaked at $2.39K in Q3 2025.
237 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.