IFWM
EWW icon

Institute for Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Institute for Wealth 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 		$382K Sell
5,073
-78
-2% -$6.05K 0.03% 381
2026
Q1 		$387K Sell
5,151
-62
-1% -$4.69K 0.04% 368
2025
Q4 		$361K Sell
5,213
-80
-2% -$5.4K 0.04% 392
2025
Q3 		$361K Sell
5,293
-30
-0.6% -$1.87K 0.04% 404
2025
Q2 		$322K Hold
5,323
– – 0.04% 415
2025
Q1 		$271K Sell
5,323
-69
-1% -$3.48K 0.03% 440
2024
Q4 		$252K Sell
5,392
-84
-2% -$4.33K 0.03% 440
2024
Q3 		$294K Sell
5,476
-85
-2% -$4.72K 0.04% 418
2024
Q2 		$315K Sell
5,561
-108
-2% -$6.93K 0.04% 379
2024
Q1 		$393K Sell
5,669
-21
-0.4% -$1.4K 0.05% 330
2023
Q4 		$386K Sell
5,690
-130
-2% -$7.85K 0.06% 319
2023
Q3 		$339K Hold
5,820
– – 0.06% 327
2023
Q2 		$362K Hold
5,820
– – 0.06% 323
2023
Q1 		$346K Buy
5,820
+85
+1% +$4.84K 0.07% 319
2022
Q4 		$284K Sell
5,735
-41
-0.7% -$2.06K 0.06% 362
2022
Q3 		$255K Sell
5,776
-23
-0.4% -$1.06K 0.06% 371
2022
Q2 		$270K Sell
5,799
-392
-6% -$19.6K 0.05% 419
2022
Q1 		$340K Sell
6,191
-34
-0.5% -$1.71K 0.06% 389
2021
Q4 		$315K Sell
6,225
-20
-0.3% -$966 0.05% 366
2021
Q3 		$301K Sell
6,245
-27
-0.4% -$1.32K 0.05% 377
2021
Q2 		$301K Hold
6,272
– – 0.05% 373
2021
Q1 		$275K Hold
6,272
– – 0.05% 377
2020
Q4 		$270K Buy
+6,272
New +$244K 0.05% 368
2020
Q1 		– Sell
-4,191
Closed -$189K – 473
2019
Q4 		$189K Sell
4,191
-1,231
-23% -$54.6K 0.04% 428
2019
Q3 		$232K Sell
5,422
-45
-0.8% -$1.88K 0.06% 370
2019
Q2 		$237K Sell
5,467
-4
-0.1% -$180 0.05% 402
2019
Q1 		$238K Buy
+5,471
New +$240K 0.05% 380
2018
Q1 		– Sell
-5,615
Closed -$271K – 300
2017
Q4 		$271K Buy
+5,615
New +$285K 0.06% 316
2017
Q3 		– Sell
-5,608
Closed -$302K – 291
2017
Q2 		$302K Buy
+5,608
New +$294K 0.08% 311

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

Institute for Wealth Management's EWW Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares MSCI Mexico ETF (EWW) stake by 1.5% in Q2 2026, selling an estimated $6.05K and leaving 5,073 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #381.

Institute for Wealth Management first reported a position in EWW in Q2 2017 and has held it in 29 quarters since. The position peaked at $393K in Q1 2024. 259 funds tracked by Wall St. Rank hold EWW as of Q2 2026.

  • Institute for Wealth Management held 5,073 shares of iShares MSCI Mexico ETF worth $382K as of Q2 2026.
  • Institute for Wealth Management sold 78 iShares MSCI Mexico ETF shares in Q2 2026, an estimated $6.05K.
  • iShares MSCI Mexico ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Mexico ETF in Q2 2017 and has held it in 29 quarters since.
  • Institute for Wealth Management's iShares MSCI Mexico ETF position peaked at $393K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.