SFC
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Strategic Financial Concepts’s iShares MSCI Mexico ETF EWW Stock Holding History

Strategic Financial Concepts’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
Q4 		– Sell
-6,595
Closed -$450K – 168
2025
Q3 		$450K Buy
+6,595
New +$412K 0.07% 149

Other funds holding EWW

MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Strategic Financial Concepts's EWW Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares MSCI Mexico ETF (EWW) in Q4 2025, closing a stake of 6,595 shares — an estimated $450K sold.

Strategic Financial Concepts first reported a position in EWW in Q3 2025 and held it in 1 quarter. The position peaked at $450K in Q3 2025. 236 funds tracked by Wall St. Rank hold EWW as of Q4 2025.

  • Strategic Financial Concepts reported no remaining iShares MSCI Mexico ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,595 iShares MSCI Mexico ETF shares in Q4 2025, an estimated $450K.
  • Strategic Financial Concepts first reported a position in iShares MSCI Mexico ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares MSCI Mexico ETF position peaked at $450K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.