RAFFA WEALTH MANAGEMENT, LLC’s Fomento Económico Mexicano FMX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3K	Buy	18 +8	+80%	+$965	﹤0.01%	796
2026 Q1	$1.11K	Hold	10	–	–	﹤0.01%	918
2025 Q4	$1.01K	Hold	10	–	–	﹤0.01%	919
2025 Q3	$986	Hold	10	–	–	﹤0.01%	898
2025 Q2	$1.03K	Hold	10	–	–	﹤0.01%	863
2025 Q1	$976	Hold	10	–	–	﹤0.01%	838
2024 Q4	$855	Hold	10	–	–	﹤0.01%	903
2024 Q3	$987	Hold	10	–	–	﹤0.01%	843
2024 Q2	$1.08K	Hold	10	–	–	﹤0.01%	881
2024 Q1	$1.3K	Hold	10	–	–	﹤0.01%	822
2023 Q4	$1.3K	Hold	10	–	–	﹤0.01%	742
2023 Q3	$1.09K	Hold	10	–	–	﹤0.01%	755
2023 Q2	$1.11K	Hold	10	–	–	﹤0.01%	769
2023 Q1	$952	Hold	10	–	–	﹤0.01%	807
2022 Q4	$781	Hold	10	–	–	﹤0.01%	846
2022 Q3	$628	Hold	10	–	–	﹤0.01%	959
2022 Q2	$675	Hold	10	–	–	﹤0.01%	940
2022 Q1	$829	Hold	10	–	–	﹤0.01%	928
2021 Q4	$777	Hold	10	–	–	﹤0.01%	961
2021 Q3	$867	Hold	10	–	–	﹤0.01%	879
2021 Q2	$845	Hold	10	–	–	﹤0.01%	902
2021 Q1	$753	Buy	+10	New	+$728	﹤0.01%	936

Other funds holding FMX

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $192M AUM 32.95% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FMX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Fomento Económico Mexicano (FMX) stake by 80% in Q2 2026, buying an estimated $965 and bringing the position to 18 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FMX in Q1 2021 and has held it in 22 quarters since. 84 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 18 shares of Fomento Económico Mexicano worth $2.3K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 8 Fomento Económico Mexicano shares in Q2 2026, an estimated $965.
Fomento Económico Mexicano made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #796 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fomento Económico Mexicano in Q1 2021 and has held it in 22 quarters since.
84 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.