Cavalier Investments’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Cavalier Investments’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 Q2	–	Sell	-102,127	Closed	-$2.71M	–	100
2021 Q1	$2.71M	Buy	102,127 +6,820	+7%	+$180K	1.18%	29
2020 Q4	$2.35M	Buy	+95,307	New	+$2.22M	1.07%	39
2018 Q2	–	Sell	-136,032	Closed	-$3.44M	–	167
2018 Q1	$3.44M	Buy	136,032 +12,444	+10%	+$321K	1.22%	13
2017 Q4	$3.14M	Buy	+123,588	New	+$3.12M	1.25%	17

Other funds holding EWH

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cavalier Investments's EWH Position: Q2 2021 in Review

Cavalier Investments sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2021, closing a stake of 102,127 shares — an estimated $2.71M sold.

Cavalier Investments first reported a position in EWH in Q4 2017 and held it in 4 quarters. The position peaked at $3.44M in Q1 2018. 143 funds tracked by Wall St. Rank hold EWH as of Q2 2021.

Cavalier Investments reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2021 after selling out during the quarter.
Cavalier Investments sold 102,127 iShares MSCI Hong Kong ETF shares in Q2 2021, an estimated $2.71M.
Cavalier Investments first reported a position in iShares MSCI Hong Kong ETF in Q4 2017 and held it in 4 quarters.
Cavalier Investments's iShares MSCI Hong Kong ETF position peaked at $3.44M in Q1 2018.
143 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.