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

Ameliora 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
2023
Q4 		– Sell
-5,986
Closed -$103K – 197
2023
Q3 		$103K Buy
5,986
+2,986
+100% +$55K 0.06% 99
2023
Q2 		$58K Sell
3,000
-7,000
-70% -$141K 0.04% 118
2023
Q1 		$206K Buy
10,000
+3,500
+54% +$74.4K 0.12% 88
2022
Q4 		$137K Buy
+6,500
New +$124K 0.07% 89

Other funds holding EWH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ameliora Wealth Management's EWH Position: Q4 2023 in Review

Ameliora Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2023, closing a stake of 5,986 shares — an estimated $103K sold.

Ameliora Wealth Management first reported a position in EWH in Q4 2022 and held it in 4 quarters. The position peaked at $206K in Q1 2023. 112 funds tracked by Wall St. Rank hold EWH as of Q4 2023.

  • Ameliora Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 5,986 iShares MSCI Hong Kong ETF shares in Q4 2023, an estimated $103K.
  • Ameliora Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2022 and held it in 4 quarters.
  • Ameliora Wealth Management's iShares MSCI Hong Kong ETF position peaked at $206K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.