Waterloo Capital’s iShares MSCI Mexico ETF EWW Stock Holding History

Waterloo Capital’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 Q3	–	Sell	-5,368	Closed	-$325K	–	468
2025 Q2	$325K	Buy	+5,368	New	+$309K	0.03%	338
2024 Q2	–	Sell	-6,149	Closed	-$426K	–	354
2024 Q1	$426K	Sell	6,149 -23,025	-79%	-$1.53M	0.05%	239
2023 Q4	$1.98M	Buy	+29,174	New	+$1.76M	0.32%	78
2023 Q2	–	Sell	-3,981	Closed	-$237K	–	225
2023 Q1	$237K	Buy	+3,981	New	+$227K	0.07%	163

Other funds holding EWW

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Waterloo Capital's EWW Position: Q3 2025 in Review

Waterloo Capital sold out of iShares MSCI Mexico ETF (EWW) in Q3 2025, closing a stake of 5,368 shares — an estimated $325K sold.

Waterloo Capital first reported a position in EWW in Q1 2023 and held it in 4 quarters. The position peaked at $1.98M in Q4 2023. 232 funds tracked by Wall St. Rank hold EWW as of Q3 2025.

Waterloo Capital reported no remaining iShares MSCI Mexico ETF position as of Q3 2025 after selling out during the quarter.
Waterloo Capital sold 5,368 iShares MSCI Mexico ETF shares in Q3 2025, an estimated $325K.
Waterloo Capital first reported a position in iShares MSCI Mexico ETF in Q1 2023 and held it in 4 quarters.
Waterloo Capital's iShares MSCI Mexico ETF position peaked at $1.98M in Q4 2023.
232 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.