Bartlett & Co Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Bartlett & Co 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
2022 Q3	–	Sell	-150	Closed	-$3.33K	–	1210
2022 Q2	$3.33K	Hold	150	–	–	﹤0.01%	1108
2022 Q1	$3.39K	Buy	+150	New	+$3.49K	﹤0.01%	958
2021 Q4	–	Sell	-150	Closed	-$3.6K	–	546
2021 Q3	$3.6K	Hold	150	–	–	﹤0.01%	800
2021 Q2	$4.01K	Hold	150	–	–	﹤0.01%	783
2021 Q1	$3.99K	Hold	150	–	–	﹤0.01%	813
2020 Q4	$3.7K	Hold	150	–	–	﹤0.01%	832
2020 Q3	$3.29K	Hold	150	–	–	﹤0.01%	760
2020 Q2	$3.21K	Hold	150	–	–	﹤0.01%	762
2020 Q1	$2.99K	Hold	150	–	–	﹤0.01%	754
2019 Q4	$3.65K	Hold	150	–	–	﹤0.01%	787
2019 Q3	$3.4K	Hold	150	–	–	﹤0.01%	801
2019 Q2	$3.88K	Hold	150	–	–	﹤0.01%	642
2019 Q1	$3.93K	Hold	150	–	–	﹤0.01%	628
2018 Q4	$3.39K	Hold	150	–	–	﹤0.01%	642
2018 Q3	$3.59K	Hold	150	–	–	﹤0.01%	652
2018 Q2	$3.63K	Hold	150	–	–	﹤0.01%	653
2018 Q1	$3.8K	Buy	+150	New	+$3.87K	﹤0.01%	668

Other funds holding EWH

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Bartlett & Co Wealth Management's EWH Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2022, closing a stake of 150 shares — an estimated $3.33K sold.

Bartlett & Co Wealth Management first reported a position in EWH in Q1 2018 and held it in 17 quarters. The position peaked at $4.01K in Q2 2021. 118 funds tracked by Wall St. Rank hold EWH as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 iShares MSCI Hong Kong ETF shares in Q3 2022, an estimated $3.33K.
Bartlett & Co Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2018 and held it in 17 quarters.
Bartlett & Co Wealth Management's iShares MSCI Hong Kong ETF position peaked at $4.01K in Q2 2021.
118 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.