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Cary Street Partners Investment Advisory’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-835
Closed -$14.3K – 983
2023
Q3 		$14.3K Hold
835
– – ﹤0.01% 1205
2023
Q2 		$16.1K Hold
835
– – ﹤0.01% 1108
2023
Q1 		$17.2K Hold
835
– – ﹤0.01% 1018
2022
Q4 		$17.5K Buy
+835
New +$16K ﹤0.01% 1011

Other funds holding EWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's EWH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2023, closing a stake of 835 shares — an estimated $14.3K sold.

Cary Street Partners Investment Advisory first reported a position in EWH in Q4 2022 and held it in 4 quarters. The position peaked at $17.5K in Q4 2022. 112 funds tracked by Wall St. Rank hold EWH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 835 iShares MSCI Hong Kong ETF shares in Q4 2023, an estimated $14.3K.
  • Cary Street Partners Investment Advisory first reported a position in iShares MSCI Hong Kong ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's iShares MSCI Hong Kong ETF position peaked at $17.5K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.