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Integrated Wealth Concepts’s iShares MSCI Mexico ETF EWW Stock Holding History

Integrated Wealth Concepts’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 		$1.14M Sell
15,135
-9,425
-38% -$731K 0.01% 1141
2026
Q1 		$1.85M Sell
24,560
-1,761
-7% -$133K 0.01% 783
2025
Q4 		$1.82M Sell
26,321
-16,751
-39% -$1.13M 0.02% 560
2025
Q3 		$2.94M Buy
43,072
+389
+0.9% +$24.3K 0.03% 538
2025
Q2 		$2.58M Buy
+42,683
New +$2.46M 0.03% 538
2024
Q4 		– Sell
-4,642
Closed -$249K – 1740
2024
Q3 		$249K Sell
4,642
-843
-15% -$46.9K ﹤0.01% 1456
2024
Q2 		$311K Buy
5,485
+856
+18% +$55K ﹤0.01% 1297
2024
Q1 		$321K Sell
4,629
-18,319
-80% -$1.22M ﹤0.01% 1288
2023
Q4 		$1.56M Buy
22,948
+16,495
+256% +$996K 0.03% 570
2023
Q3 		$376K Sell
6,453
-17,084
-73% -$1.06M 0.01% 1117
2023
Q2 		$1.46M Sell
23,537
-1,552
-6% -$94.9K 0.03% 553
2023
Q1 		$1.49M Buy
+25,089
New +$1.43M 0.03% 489
2021
Q3 		– Sell
-21,711
Closed -$1.04M – 955
2021
Q2 		$1.04M Buy
21,711
+6,129
+39% +$289K 0.04% 349
2021
Q1 		$683K Sell
15,582
-587,564
-97% -$25.2M 0.03% 393
2020
Q4 		$25.9M Buy
+603,146
New +$23.4M 1.23% 21

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

Integrated Wealth Concepts's EWW Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI Mexico ETF (EWW) stake by 38% in Q2 2026, selling an estimated $731K and leaving 15,135 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1141.

Integrated Wealth Concepts first reported a position in EWW in Q4 2020 and has held it in 15 quarters since. The position peaked at $25.9M in Q4 2020. 259 funds tracked by Wall St. Rank hold EWW as of Q2 2026.

  • Integrated Wealth Concepts held 15,135 shares of iShares MSCI Mexico ETF worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts sold 9,425 iShares MSCI Mexico ETF shares in Q2 2026, an estimated $731K.
  • iShares MSCI Mexico ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1141 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Mexico ETF in Q4 2020 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Mexico ETF position peaked at $25.9M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.