Caldwell Trust’s iShares MSCI Mexico ETF EWW Stock Holding History

Caldwell Trust’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
2023 Q3	–	Sell	-9	Closed	-$560	–	731
2023 Q2	$560	Buy	+9	New	+$550	﹤0.01%	745

Other funds holding EWW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Caldwell Trust's EWW Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI Mexico ETF (EWW) in Q3 2023, closing a stake of 9 shares — an estimated $560 sold.

Caldwell Trust first reported a position in EWW in Q2 2023 and held it in 1 quarter. The position peaked at $560 in Q2 2023. 228 funds tracked by Wall St. Rank hold EWW as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI Mexico ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 9 iShares MSCI Mexico ETF shares in Q3 2023, an estimated $560.
Caldwell Trust first reported a position in iShares MSCI Mexico ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI Mexico ETF position peaked at $560 in Q2 2023.
228 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.