AWM
EWH icon

Altium Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Altium Wealth Management’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,136
Closed -$243K – 395
2021
Q3 		$243K Buy
10,136
+2,000
+25% +$51.5K 0.02% 336
2021
Q2 		$217K Buy
+8,136
New +$221K 0.02% 353

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altium Wealth Management's EWH Position: Q4 2021 in Review

Altium Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2021, closing a stake of 10,136 shares — an estimated $243K sold.

Altium Wealth Management first reported a position in EWH in Q2 2021 and held it in 2 quarters. The position peaked at $243K in Q3 2021. 132 funds tracked by Wall St. Rank hold EWH as of Q4 2021.

  • Altium Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2021 after selling out during the quarter.
  • Altium Wealth Management sold 10,136 iShares MSCI Hong Kong ETF shares in Q4 2021, an estimated $243K.
  • Altium Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q2 2021 and held it in 2 quarters.
  • Altium Wealth Management's iShares MSCI Hong Kong ETF position peaked at $243K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2021.

Based on Altium Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.