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

BerganKDV 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
2019
Q1 		– Sell
-32
Closed -$1K – 733
2018
Q4 		$1K Buy
+32
New +$722 ﹤0.01% 654

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's EWH Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2019, closing a stake of 32 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in EWH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 169 funds tracked by Wall St. Rank hold EWH as of Q1 2019.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 32 iShares MSCI Hong Kong ETF shares in Q1 2019, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Hong Kong ETF position peaked at $1K in Q4 2018.
  • 169 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.