WWM
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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
2025
Q3 		– Sell
-4,534
Closed -$275K – 207
2025
Q2 		$275K Buy
+4,534
New +$261K 0.17% 146

Other funds holding EWW

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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

Whalen Wealth Management's EWW Position: Q3 2025 in Review

Whalen Wealth Management sold out of iShares MSCI Mexico ETF (EWW) in Q3 2025, closing a stake of 4,534 shares — an estimated $275K sold.

Whalen Wealth Management first reported a position in EWW in Q2 2025 and held it in 1 quarter. The position peaked at $275K in Q2 2025. 232 funds tracked by Wall St. Rank hold EWW as of Q3 2025.

  • Whalen Wealth Management reported no remaining iShares MSCI Mexico ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,534 iShares MSCI Mexico ETF shares in Q3 2025, an estimated $275K.
  • Whalen Wealth Management first reported a position in iShares MSCI Mexico ETF in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's iShares MSCI Mexico ETF position peaked at $275K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.