SPIA
MXE

Steward Partners Investment Advisory’s Mexico Equity and Income Fund MXE Stock Holding History

Steward Partners Investment Advisory’s Portfolio MXE Stock Details MXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-226
Closed -$2.37K – 4341
2025
Q2 		$2.37K Buy
+226
New +$2.18K ﹤0.01% 3701

Other funds holding MXE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's MXE Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Mexico Equity and Income Fund (MXE) in Q3 2025, closing a stake of 226 shares — an estimated $2.37K sold.

Steward Partners Investment Advisory first reported a position in MXE in Q2 2025 and held it in 1 quarter. The position peaked at $2.37K in Q2 2025. 18 funds tracked by Wall St. Rank hold MXE as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Mexico Equity and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 226 Mexico Equity and Income Fund shares in Q3 2025, an estimated $2.37K.
  • Steward Partners Investment Advisory first reported a position in Mexico Equity and Income Fund in Q2 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Mexico Equity and Income Fund position peaked at $2.37K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Mexico Equity and Income Fund as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.