CFFP
MXE

Center for Financial Planning’s Mexico Equity and Income Fund MXE Stock Holding History

Center for Financial Planning’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,213
Closed -$23.2K – 692
2025
Q2 		$23.2K Hold
2,213
– – ﹤0.01% 381
2025
Q1 		$19.3K Hold
2,213
– – ﹤0.01% 394
2024
Q4 		$17.8K Buy
2,213
+1,000
+82% +$8.73K ﹤0.01% 359
2024
Q3 		$11.1K Hold
1,213
– – ﹤0.01% 394
2024
Q2 		$11.6K Hold
1,213
– – ﹤0.01% 376
2024
Q1 		$14K Hold
1,213
– – ﹤0.01% 364
2023
Q4 		$13.6K Hold
1,213
– – ﹤0.01% 332
2023
Q3 		$11.4K Hold
1,213
– – ﹤0.01% 345
2023
Q2 		$12.2K Hold
1,213
– – ﹤0.01% 362
2023
Q1 		$12.2K Buy
+1,213
New +$11.9K ﹤0.01% 338

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Center for Financial Planning's MXE Position: Q3 2025 in Review

Center for Financial Planning sold out of Mexico Equity and Income Fund (MXE) in Q3 2025, closing a stake of 2,213 shares — an estimated $23.2K sold.

Center for Financial Planning first reported a position in MXE in Q1 2023 and held it in 10 quarters. The position peaked at $23.2K in Q2 2025. 18 funds tracked by Wall St. Rank hold MXE as of Q3 2025.

  • Center for Financial Planning reported no remaining Mexico Equity and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 2,213 Mexico Equity and Income Fund shares in Q3 2025, an estimated $23.2K.
  • Center for Financial Planning first reported a position in Mexico Equity and Income Fund in Q1 2023 and held it in 10 quarters.
  • Center for Financial Planning's Mexico Equity and Income Fund position peaked at $23.2K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.