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Baldwin Wealth Partners’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-350
Closed -$6.53K – 497
2024
Q3 		$6.53K Hold
350
– – ﹤0.01% 848
2024
Q2 		$5.36K Hold
350
– – ﹤0.01% 586
2024
Q1 		$5.44K Hold
350
– – ﹤0.01% 589
2023
Q4 		$6.08K Hold
350
– – ﹤0.01% 611
2023
Q3 		$6K Hold
350
– – ﹤0.01% 612
2023
Q2 		$6.77K Hold
350
– – ﹤0.01% 628
2023
Q1 		$7.19K Hold
350
– – ﹤0.01% 647
2022
Q4 		$7.35K Buy
+350
New +$6.7K ﹤0.01% 633
2016
Q4 		– Sell
-651
Closed -$14K – 518
2016
Q3 		$14K Buy
+651
New +$13.7K ﹤0.01% 416

Other funds holding EWH

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return