BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares MSCI Mexico ETF EWW Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$10.7K	Buy	+150	New	+$11.3K	﹤0.01%	1015
2026 Q2	–	Sell	-3,975	Closed	-$308K	–	2376
2026 Q1	$299K	Sell	3,975 -21	-0.5%	-$1.59K	0.04%	397
2025 Q4	$277K	Buy	3,996 +11	+0.3%	+$743	0.04%	424
2025 Q3	$272K	Buy	3,985 +3,946	+10,118%	+$246K	0.04%	394
2025 Q2	$2.36K	Hold	39	–	–	﹤0.01%	1975
2025 Q1	$1.99K	Hold	39	–	–	﹤0.01%	1996
2024 Q4	$1.83K	Hold	39	–	–	﹤0.01%	1917
2024 Q3	$2.1K	Buy	+39	New	+$2.17K	﹤0.01%	1971

Other funds holding EWW

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Banco BTG Pactual Rio De Janeiro, Brazil $1.02B AUM 21.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EWW Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in iShares MSCI Mexico ETF (EWW) in Q3 2026: 150 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. previously reported a position in EWW as recently as Q1 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EWW in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q1 2026. 186 funds tracked by Wall St. Rank hold EWW as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 150 shares of iShares MSCI Mexico ETF worth $10.7K as of Q3 2026.
iShares MSCI Mexico ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q3 2026.
iShares MSCI Mexico ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #1015 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares MSCI Mexico ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares MSCI Mexico ETF position peaked at $299K in Q1 2026.
186 funds tracked by Wall St. Rank held iShares MSCI Mexico ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.