Whalen Wealth Management’s iShares MSCI Mexico ETF EWW Stock Holding History

Whalen Wealth Management’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 Q3	–	Sell	-3,430	Closed	-$258K	–	224
2026 Q2	$258K	Buy	+3,430	New	+$266K	0.12%	174
2025 Q3	–	Sell	-4,534	Closed	-$275K	–	207
2025 Q2	$275K	Buy	+4,534	New	+$261K	0.17%	146

Other funds holding EWW

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Whalen Wealth Management's EWW Position: Q3 2026 in Review

Whalen Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2026, closing a stake of 3,430 shares — an estimated $258K sold.

Whalen Wealth Management first reported a position in EWW in Q2 2025 and held it in 2 quarters. The position peaked at $275K in Q2 2025. 4 funds tracked by Wall St. Rank hold EWW as of Q3 2026.

Whalen Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2026 after selling out during the quarter.
Whalen Wealth Management sold 3,430 iShares MSCI Mexico ETF shares in Q3 2026, an estimated $258K.
Whalen Wealth Management first reported a position in iShares MSCI Mexico ETF in Q2 2025 and held it in 2 quarters.
Whalen Wealth Management's iShares MSCI Mexico ETF position peaked at $275K in Q2 2025.
4 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.