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

Baystate 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
Q3 		– Sell
-90
Closed -$1.75K – 1049
2023
Q2 		$1.75K Buy
90
+1
+1% +$20 ﹤0.01% 862
2023
Q1 		$1.83K Buy
+89
New +$1.89K ﹤0.01% 845

Other funds holding EWH

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Baystate Wealth Management's EWH Position: Q3 2023 in Review

Baystate Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2023, closing a stake of 90 shares — an estimated $1.75K sold.

Baystate Wealth Management first reported a position in EWH in Q1 2023 and held it in 2 quarters. The position peaked at $1.83K in Q1 2023. 115 funds tracked by Wall St. Rank hold EWH as of Q3 2023.

  • Baystate Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 90 iShares MSCI Hong Kong ETF shares in Q3 2023, an estimated $1.75K.
  • Baystate Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's iShares MSCI Hong Kong ETF position peaked at $1.83K in Q1 2023.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.