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

Oak Family Advisors’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
2025 Q1	–	Sell	-17,375	Closed	-$813K	–	123
2024 Q4	$813K	Sell	17,375 -14,176	-45%	-$731K	0.29%	63
2024 Q3	$1.69M	Buy	31,551 +1,200	+4%	+$66.7K	0.52%	44
2024 Q2	$1.72M	Sell	30,351 -39,844	-57%	-$2.56M	0.59%	43
2024 Q1	$4.87M	Buy	70,195 +1,897	+3%	+$126K	1.87%	18
2023 Q4	$4.63M	Buy	68,298 +1,395	+2%	+$84.3K	1.95%	18
2023 Q3	$3.9M	Buy	66,903 +48,483	+263%	+$3M	1.84%	19
2023 Q2	$1.15M	Buy	+18,420	New	+$1.13M	0.54%	47

Other funds holding EWW

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Oak Family Advisors's EWW Position: Q1 2025 in Review

Oak Family Advisors sold out of iShares MSCI Mexico ETF (EWW) in Q1 2025, closing a stake of 17,375 shares — an estimated $813K sold.

Oak Family Advisors first reported a position in EWW in Q2 2023 and held it in 7 quarters. The position peaked at $4.87M in Q1 2024. 183 funds tracked by Wall St. Rank hold EWW as of Q1 2025.

Oak Family Advisors reported no remaining iShares MSCI Mexico ETF position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 17,375 iShares MSCI Mexico ETF shares in Q1 2025, an estimated $813K.
Oak Family Advisors first reported a position in iShares MSCI Mexico ETF in Q2 2023 and held it in 7 quarters.
Oak Family Advisors's iShares MSCI Mexico ETF position peaked at $4.87M in Q1 2024.
183 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.