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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	292
2017 Q2	$302K	Buy	+5,608	New	+$294K	0.08%	311