Ethic Inc’s Fomento Económico Mexicano FMX Stock Holding History

Ethic Inc’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy	16,297 +1,618	+11%	+$174K	0.03%	492
2025 Q4	$1.48M	Buy	14,679 +2,061	+16%	+$200K	0.02%	530
2025 Q3	$1.24M	Sell	12,618 -58	-0.5%	-$5.39K	0.02%	564
2025 Q2	$1.29M	Buy	12,676 +924	+8%	+$95.4K	0.02%	544
2025 Q1	$1.18M	Buy	11,752 +2,830	+32%	+$256K	0.02%	556
2024 Q4	$763K	Sell	8,922 -4,117	-32%	-$382K	0.02%	673
2024 Q3	$1.7M	Buy	13,039 +2,218	+20%	+$239K	0.04%	429
2024 Q2	$1.16M	Sell	10,821 -2,218	-17%	-$259K	0.03%	523
2024 Q1	$1.7M	Buy	13,039 +775	+6%	+$101K	0.04%	430
2023 Q4	$1.6M	Sell	12,264 -250	-2%	-$29.7K	0.05%	412
2023 Q3	$1.37M	Buy	12,514 +1,293	+12%	+$144K	0.05%	396
2023 Q2	$1.24M	Sell	11,221 -4,065	-27%	-$409K	0.05%	401
2023 Q1	$1.46M	Buy	15,286 +1,126	+8%	+$98.5K	0.06%	352
2022 Q4	$1.11M	Buy	14,160 +3,910	+38%	+$288K	0.06%	356
2022 Q3	$643K	Buy	10,250 +3,099	+43%	+$195K	0.04%	430
2022 Q2	$483K	Sell	7,151 -429	-6%	-$31.7K	0.03%	480
2022 Q1	$628K	Buy	7,580 +2,777	+58%	+$219K	0.04%	403
2021 Q4	$373K	Buy	4,803 +1,480	+45%	+$116K	0.03%	472
2021 Q3	$288K	Sell	3,323 -200	-6%	-$17.2K	0.03%	490
2021 Q2	$298K	Buy	+3,523	New	+$289K	0.04%	440

Other funds holding FMX

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return