Integrated Wealth Concepts’s Fomento Económico Mexicano FMX Stock Holding History

Integrated Wealth Concepts’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	+1,735	New	+$209K	﹤0.01%	2267
2021 Q1	–	Sell	-12,960	Closed	-$982K	–	745
2020 Q4	$982K	Buy	12,960 +1,351	+12%	+$90.4K	0.05%	258
2020 Q3	$652K	Buy	11,609 +509	+5%	+$29.7K	0.04%	290
2020 Q2	$688K	Buy	11,100 +2,236	+25%	+$142K	0.05%	229
2020 Q1	$536K	Buy	8,864 +1,608	+22%	+$136K	0.05%	217
2019 Q4	$686K	Buy	7,256 +2,996	+70%	+$275K	0.06%	218
2019 Q3	$390K	Buy	4,260 +1,559	+58%	+$144K	0.04%	245
2019 Q2	$264K	Buy	+2,701	New	+$261K	0.03%	307

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Fomento Económico Mexicano (FMX) in Q2 2026: 1,735 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2267 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FMX as recently as Q4 2020.

Integrated Wealth Concepts first reported a position in FMX in Q2 2019 and has held it in 8 quarters since. The position peaked at $982K in Q4 2020. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Integrated Wealth Concepts held 1,735 shares of Fomento Económico Mexicano worth $222K as of Q2 2026.
Fomento Económico Mexicano was a new Integrated Wealth Concepts position in Q2 2026.
Fomento Económico Mexicano made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2267 holding.
Integrated Wealth Concepts first reported a position in Fomento Económico Mexicano in Q2 2019 and has held it in 8 quarters since.
Integrated Wealth Concepts's Fomento Económico Mexicano position peaked at $982K in Q4 2020.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

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