Caldwell Trust’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Caldwell Trust’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
2025 Q1	–	Sell	-10,000	Closed	-$167K	–	759
2024 Q4	$167K	Hold	10,000	–	–	0.02%	333
2024 Q3	$187K	Hold	10,000	–	–	0.02%	322
2024 Q2	$153K	Hold	10,000	–	–	0.02%	336
2024 Q1	$156K	Hold	10,000	–	–	0.02%	337
2023 Q4	$174K	Hold	10,000	–	–	0.02%	308
2023 Q3	$172K	Sell	10,000 -67	-0.7%	-$1.23K	0.02%	306
2023 Q2	$195K	Buy	10,067 +67	+0.7%	+$1.35K	0.03%	295
2023 Q1	$206K	Hold	10,000	–	–	0.03%	280
2022 Q4	$210K	Hold	10,000	–	–	0.03%	274
2022 Q3	$182K	Hold	10,000	–	–	0.03%	279
2022 Q2	$222K	Hold	10,000	–	–	0.03%	261
2022 Q1	$226K	Hold	10,000	–	–	0.03%	267
2021 Q4	$232K	Hold	10,000	–	–	0.03%	268
2021 Q3	$240K	Hold	10,000	–	–	0.03%	254
2021 Q2	$267K	Hold	10,000	–	–	0.04%	247
2021 Q1	$266K	Hold	10,000	–	–	0.04%	235
2020 Q4	$246K	Hold	10,000	–	–	0.04%	233
2020 Q3	$219K	Hold	10,000	–	–	0.04%	235
2020 Q2	$214K	Hold	10,000	–	–	0.04%	236
2020 Q1	$199K	Hold	10,000	–	–	0.04%	232
2019 Q4	$243K	Buy	+10,000	New	+$236K	0.04%	243

Other funds holding EWH

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

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

MRC

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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Caldwell Trust's EWH Position: Q1 2025 in Review

Caldwell Trust sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2025, closing a stake of 10,000 shares — an estimated $167K sold.

Caldwell Trust first reported a position in EWH in Q4 2019 and held it in 21 quarters. The position peaked at $267K in Q2 2021. 107 funds tracked by Wall St. Rank hold EWH as of Q1 2025.

Caldwell Trust reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2025 after selling out during the quarter.
Caldwell Trust sold 10,000 iShares MSCI Hong Kong ETF shares in Q1 2025, an estimated $167K.
Caldwell Trust first reported a position in iShares MSCI Hong Kong ETF in Q4 2019 and held it in 21 quarters.
Caldwell Trust's iShares MSCI Hong Kong ETF position peaked at $267K in Q2 2021.
107 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2025.

Based on Caldwell Trust's 13F filing for Q1 2025, filed 23 Sep 2025.