Sargent Investment Group’s iShares MSCI Mexico ETF EWW Stock Holding History

Sargent Investment Group’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	$259K	Hold	3,435	–	–	0.03%	235
2026 Q1	$258K	Hold	3,435	–	–	0.03%	219
2025 Q4	$238K	Buy	+3,435	New	+$232K	0.03%	230
2025 Q3	–	Sell	-4,435	Closed	-$269K	–	155
2025 Q2	$269K	Sell	4,435 -390	-8%	-$22.5K	0.04%	206
2025 Q1	$246K	Sell	4,825 -140	-3%	-$7.07K	0.04%	206
2024 Q4	$236K	Sell	4,965 -1,715	-26%	-$88.4K	0.04%	208
2024 Q3	$359K	Hold	6,680	–	–	0.06%	145
2024 Q2	$378K	Sell	6,680 -250	-4%	-$16.1K	0.08%	141
2024 Q1	$480K	Hold	6,930	–	–	0.11%	117
2023 Q4	$470K	Hold	6,930	–	–	0.1%	129
2023 Q3	$404K	Buy	6,930 +665	+11%	+$41.2K	0.1%	131
2023 Q2	$390K	Buy	6,265 +500	+9%	+$30.6K	0.09%	130
2023 Q1	$342K	Buy	+5,765	New	+$328K	0.09%	140

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

Sargent Investment Group's EWW Position: Q2 2026 in Review

Sargent Investment Group held its iShares MSCI Mexico ETF (EWW) position steady in Q2 2026 at 3,435 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #235.

Sargent Investment Group first reported a position in EWW in Q1 2023 and has held it in 13 quarters since. The position peaked at $480K in Q1 2024. 258 funds tracked by Wall St. Rank hold EWW as of Q2 2026.

Sargent Investment Group held 3,435 shares of iShares MSCI Mexico ETF worth $259K as of Q2 2026.
Sargent Investment Group left its iShares MSCI Mexico ETF share count unchanged in Q2 2026.
iShares MSCI Mexico ETF made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #235 holding.
Sargent Investment Group first reported a position in iShares MSCI Mexico ETF in Q1 2023 and has held it in 13 quarters since.
Sargent Investment Group's iShares MSCI Mexico ETF position peaked at $480K in Q1 2024.
258 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.