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Heartwood Wealth Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-230
Closed -$15.7K – 342
2025
Q3 		$15.7K Buy
+230
New +$14.4K ﹤0.01% 367

Other funds holding EWW

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAU
Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Heartwood Wealth Advisors's EWW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q4 2025, closing a stake of 230 shares — an estimated $15.7K sold.

Heartwood Wealth Advisors first reported a position in EWW in Q3 2025 and held it in 1 quarter. The position peaked at $15.7K in Q3 2025. 237 funds tracked by Wall St. Rank hold EWW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares MSCI Mexico ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 230 iShares MSCI Mexico ETF shares in Q4 2025, an estimated $15.7K.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI Mexico ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares MSCI Mexico ETF position peaked at $15.7K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.