CX Institutional
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CX Institutional’s iShares MSCI Spain ETF EWP Stock Holding History

CX Institutional’s Portfolio EWP Stock Details EWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23K Hold
391
– – ﹤0.01% 1198
2026
Q2 		$23K Buy
391
+5
+1% +$286 ﹤0.01% 1143
2026
Q1 		$21K Sell
386
-41
-10% -$2.26K ﹤0.01% 1114
2025
Q4 		$23K Sell
427
-236
-36% -$12.1K ﹤0.01% 1088
2025
Q3 		$33K Hold
663
– – ﹤0.01% 1009
2025
Q2 		$29K Sell
663
-147
-18% -$6.07K ﹤0.01% 923
2025
Q1 		$31K Buy
+810
New +$28.3K ﹤0.01% 901
2024
Q1 		– Sell
-1,378
Closed -$42.2K – 549
2023
Q4 		$42.2K Sell
1,378
-535,491
-100% -$15.4M ﹤0.01% 519
2023
Q3 		$14.8M Buy
536,869
+46,106
+9% +$1.31M 0.81% 33
2023
Q2 		$14.2M Buy
490,763
+127,869
+35% +$3.6M 0.73% 31
2023
Q1 		$10.1M Buy
362,894
+22,541
+7% +$604K 0.54% 50
2022
Q4 		$8.23M Buy
340,353
+88,885
+35% +$2.02M 0.5% 47
2022
Q3 		$4.98M Buy
+251,468
New +$5.6M 0.35% 76
2020
Q3 		– Sell
-287
Closed -$6K – 885
2020
Q2 		$6K Sell
287
-141,131
-100% -$3M ﹤0.01% 643
2020
Q1 		$2.87M Buy
+141,418
New +$3.68M 0.47% 46
2019
Q1 		– Sell
-65,933
Closed -$1.77M – 792
2018
Q4 		$1.77M Buy
+65,933
New +$1.86M 0.37% 59
2018
Q3 		– Sell
-42,698
Closed -$1.3M – 343
2018
Q2 		$1.3M Buy
+42,698
New +$1.38M 0.48% 64

Other funds holding EWP

WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CX Institutional's EWP Position: Q3 2026 in Review

CX Institutional held its iShares MSCI Spain ETF (EWP) position steady in Q3 2026 at 391 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

CX Institutional first reported a position in EWP in Q2 2018 and has held it in 17 quarters since. The position peaked at $14.8M in Q3 2023. 19 funds tracked by Wall St. Rank hold EWP as of Q3 2026.

  • CX Institutional held 391 shares of iShares MSCI Spain ETF worth $23K as of Q3 2026.
  • CX Institutional left its iShares MSCI Spain ETF share count unchanged in Q3 2026.
  • iShares MSCI Spain ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1198 holding.
  • CX Institutional first reported a position in iShares MSCI Spain ETF in Q2 2018 and has held it in 17 quarters since.
  • CX Institutional's iShares MSCI Spain ETF position peaked at $14.8M in Q3 2023.
  • 19 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.