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Clearstead Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Clearstead Advisors’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
2024
Q3 		– Sell
-7,856
Closed -$120K – 2060
2024
Q2 		$120K Buy
7,856
+172
+2% +$2.79K ﹤0.01% 956
2024
Q1 		$136K Hold
7,684
– – 0.01% 536
2023
Q4 		$133K Buy
7,684
+190
+3% +$3.25K 0.01% 524
2023
Q3 		$129K Hold
7,494
– – 0.01% 500
2023
Q2 		$145K Buy
7,494
+118
+2% +$2.37K 0.01% 490
2023
Q1 		$152K Hold
7,376
– – 0.01% 439
2022
Q4 		$155K Buy
7,376
+97
+1% +$1.86K 0.01% 413
2022
Q3 		$133K Sell
7,279
-38
-0.5% -$786 0.01% 421
2022
Q2 		$162K Buy
7,317
+149
+2% +$3.23K 0.01% 409
2022
Q1 		$162K Buy
7,168
+2
+0% +$47 0.01% 449
2021
Q4 		$166K Buy
7,166
+79
+1% +$1.9K 0.01% 427
2021
Q3 		$170K Sell
7,087
-412
-5% -$10.6K 0.01% 396
2021
Q2 		$200K Buy
7,499
+104
+1% +$2.83K 0.02% 346
2021
Q1 		$197K Hold
7,395
– – 0.02% 337
2020
Q4 		$182K Buy
7,395
+67
+0.9% +$1.56K 0.02% 334
2020
Q3 		$161K Hold
7,328
– – 0.02% 305
2020
Q2 		$157K Buy
7,328
+138
+2% +$2.91K 0.02% 303
2020
Q1 		$143K Buy
+7,190
New +$164K 0.02% 275

Other funds holding EWH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Clearstead Advisors's EWH Position: Q3 2024 in Review

Clearstead Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2024, closing a stake of 7,856 shares — an estimated $120K sold.

Clearstead Advisors first reported a position in EWH in Q1 2020 and held it in 18 quarters. The position peaked at $200K in Q2 2021. 93 funds tracked by Wall St. Rank hold EWH as of Q3 2024.

  • Clearstead Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 7,856 iShares MSCI Hong Kong ETF shares in Q3 2024, an estimated $120K.
  • Clearstead Advisors first reported a position in iShares MSCI Hong Kong ETF in Q1 2020 and held it in 18 quarters.
  • Clearstead Advisors's iShares MSCI Hong Kong ETF position peaked at $200K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.