ECM
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Evergreen Capital Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Evergreen Capital Management’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
2026
Q2 		$2.05M Sell
27,198
-12,860
-32% -$998K 0.04% 337
2026
Q1 		$3.01M Sell
40,058
-14,565
-27% -$1.1M 0.07% 255
2025
Q4 		$3.79M Buy
54,623
+3,706
+7% +$250K 0.08% 226
2025
Q3 		$3.47M Buy
50,917
+1,597
+3% +$99.7K 0.08% 214
2025
Q2 		$2.99M Sell
49,320
-9,770
-17% -$563K 0.09% 219
2025
Q1 		$3.01M Buy
59,090
+21,057
+55% +$1.06M 0.1% 203
2024
Q4 		$1.78M Sell
38,033
-3,373
-8% -$174K 0.06% 266
2024
Q3 		$2.22M Buy
41,406
+965
+2% +$53.6K 0.07% 238
2024
Q2 		$2.29M Buy
40,441
+11,041
+38% +$709K 0.08% 224
2024
Q1 		$2.04M Buy
29,400
+7,430
+34% +$494K 0.08% 229
2023
Q4 		$1.49M Sell
21,970
-1,060
-5% -$64K 0.06% 249
2023
Q3 		$1.34M Sell
23,030
-255
-1% -$15.8K 0.06% 254
2023
Q2 		$1.45M Buy
23,285
+600
+3% +$36.7K 0.06% 243
2023
Q1 		$1.35M Buy
22,685
+1,160
+5% +$66K 0.06% 254
2022
Q4 		$1.06M Sell
21,525
-9,517
-31% -$479K 0.05% 272
2022
Q3 		$1.37M Sell
31,042
-935
-3% -$43.1K 0.07% 234
2022
Q2 		$1.49M Sell
31,977
-2,282
-7% -$114K 0.08% 219
2022
Q1 		$1.88M Buy
34,259
+951
+3% +$47.8K 0.08% 226
2021
Q4 		$1.69M Buy
33,308
+1,365
+4% +$66K 0.07% 233
2021
Q3 		$1.54M Buy
31,943
+1,003
+3% +$49.2K 0.07% 234
2021
Q2 		$1.49M Buy
30,940
+3,283
+12% +$155K 0.07% 230
2021
Q1 		$1.21M Buy
27,657
+1,491
+6% +$64.1K 0.06% 240
2020
Q4 		$1.13M Sell
26,166
-850
-3% -$33K 0.07% 215
2020
Q3 		$901K Buy
27,016
+678
+3% +$22.4K 0.06% 209
2020
Q2 		$840K Buy
26,338
+900
+4% +$27.3K 0.06% 201
2020
Q1 		$721K Sell
25,438
-860
-3% -$35.9K 0.07% 193
2019
Q4 		$1.18M Sell
26,298
-1,702
-6% -$75.5K 0.1% 160
2019
Q3 		$1.2M Sell
28,000
-427
-2% -$17.8K 0.11% 147
2019
Q2 		$1.23M Buy
28,427
+15,409
+118% +$691K 0.12% 143
2019
Q1 		$567K Buy
13,018
+175
+1% +$7.68K 0.06% 199
2018
Q4 		$529K Sell
12,843
-14,527
-53% -$632K 0.06% 202
2018
Q3 		$1.4M Buy
27,370
+2,975
+12% +$151K 0.12% 132
2018
Q2 		$1.15M Sell
24,395
-85
-0.3% -$4.09K 0.11% 139
2018
Q1 		$1.26M Buy
24,480
+2,680
+12% +$138K 0.12% 128
2017
Q4 		$1.07M Buy
21,800
+1,135
+5% +$57.7K 0.11% 130
2017
Q3 		$1.13M Buy
20,665
+3,720
+22% +$209K 0.13% 114
2017
Q2 		$914K Buy
+16,945
New +$888K 0.15% 88
2017
Q1 		– Sell
-12,520
Closed -$551K – 104
2016
Q4 		$551K Buy
+12,520
New +$588K 0.11% 88

Other funds holding EWW

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Evergreen Capital Management's EWW Position: Q2 2026 in Review

Evergreen Capital Management reduced its iShares MSCI Mexico ETF (EWW) stake by 32% in Q2 2026, selling an estimated $998K and leaving 27,198 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #337.

Evergreen Capital Management first reported a position in EWW in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.79M in Q4 2025. 257 funds tracked by Wall St. Rank hold EWW as of Q2 2026.

  • Evergreen Capital Management held 27,198 shares of iShares MSCI Mexico ETF worth $2.05M as of Q2 2026.
  • Evergreen Capital Management sold 12,860 iShares MSCI Mexico ETF shares in Q2 2026, an estimated $998K.
  • iShares MSCI Mexico ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #337 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Mexico ETF in Q4 2016 and has held it in 38 quarters since.
  • Evergreen Capital Management's iShares MSCI Mexico ETF position peaked at $3.79M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.