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Carroll Financial Associates’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-121
Closed -$2K – 1704
2021
Q3 		$2K Buy
+121
New +$3.11K ﹤0.01% 1545
2016
Q1 		– Sell
-280
Closed -$5K – 1146
2015
Q4 		$5K Buy
+280
New +$5.67K ﹤0.01% 858

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's EWH Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2021, closing a stake of 121 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in EWH in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 132 funds tracked by Wall St. Rank hold EWH as of Q4 2021.

  • Carroll Financial Associates reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 121 iShares MSCI Hong Kong ETF shares in Q4 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in iShares MSCI Hong Kong ETF in Q4 2015 and held it in 2 quarters.
  • Carroll Financial Associates's iShares MSCI Hong Kong ETF position peaked at $5K in Q4 2015.
  • 132 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.