Oak Family Advisors’s iShares MSCI Mexico ETF EWW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,375
Closed -$813K 101
2024
Q4
$813K Sell
17,375
-14,176
-45% -$664K 0.29% 61
2024
Q3
$1.69M Buy
31,551
+1,200
+4% +$64.5K 0.52% 43
2024
Q2
$1.72M Sell
30,351
-39,844
-57% -$2.26M 0.59% 42
2024
Q1
$4.87M Buy
70,195
+1,897
+3% +$131K 1.87% 18
2023
Q4
$4.63M Buy
68,298
+1,395
+2% +$94.7K 1.95% 18
2023
Q3
$3.9M Buy
66,903
+48,483
+263% +$2.82M 1.84% 19
2023
Q2
$1.15M Buy
+18,420
New +$1.15M 0.54% 47