Lumbard & Kellner’s iShares MSCI Mexico ETF EWW Stock Holding History

Lumbard & Kellner’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	$893K	Buy	11,859 +119	+1%	+$9.23K	0.27%	63
2026 Q1	$883K	Buy	11,740 +311	+3%	+$23.5K	0.31%	57
2025 Q4	$792K	Buy	11,429 +2,103	+23%	+$142K	0.28%	60
2025 Q3	$636K	Hold	9,326	–	–	0.23%	68
2025 Q2	$565K	Buy	+9,326	New	+$537K	0.25%	61

Other funds holding EWW

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Lumbard & Kellner's EWW Position: Q2 2026 in Review

Lumbard & Kellner increased its iShares MSCI Mexico ETF (EWW) stake by 1% in Q2 2026, buying an estimated $9.23K and bringing the position to 11,859 shares worth $893K. The position accounts for 0.27% of the portfolio, ranked #63.

Lumbard & Kellner first reported a position in EWW in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold EWW as of Q2 2026.

Lumbard & Kellner held 11,859 shares of iShares MSCI Mexico ETF worth $893K as of Q2 2026.
Lumbard & Kellner bought 119 iShares MSCI Mexico ETF shares in Q2 2026, an estimated $9.23K.
iShares MSCI Mexico ETF made up 0.27% of Lumbard & Kellner's portfolio in Q2 2026, its #63 holding.
Lumbard & Kellner first reported a position in iShares MSCI Mexico ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.