Creative Planning’s iShares MSCI Hong Kong ETF EWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,275
| Closed | -$265K | – | 3967 |
|
|
2025
Q3 | $265K | Buy |
12,275
+1,722
| +16% | +$36.1K | ﹤0.01% | 3249 |
|
|
2025
Q2 | $210K | Sell |
10,553
-1
| -0% | -$18 | ﹤0.01% | 3182 |
|
|
2025
Q1 | $185K | Buy |
10,554
+46
| +0.4% | +$784 | ﹤0.01% | 3103 |
|
|
2024
Q4 | $175K | Sell |
10,508
-246
| -2% | -$4.37K | ﹤0.01% | 3013 |
|
|
2024
Q3 | $201K | Sell |
10,754
-207
| -2% | -$3.28K | ﹤0.01% | 2838 |
|
|
2024
Q2 | $168K | Buy |
+10,961
| New | +$178K | ﹤0.01% | 2727 |
|
|
2023
Q3 | – | Sell |
-15,496
| Closed | -$300K | – | 2949 |
|
|
2023
Q2 | $300K | Buy |
+15,496
| New | +$311K | ﹤0.01% | 1916 |
|
|
2022
Q3 | – | Sell |
-9,357
| Closed | -$208K | – | 2361 |
|
|
2022
Q2 | $208K | Buy |
9,357
+200
| +2% | +$4.34K | ﹤0.01% | 1857 |
|
|
2022
Q1 | $207K | Buy |
+9,157
| New | +$213K | ﹤0.01% | 1873 |
|
|
2021
Q3 | – | Sell |
-7,800
| Closed | -$208K | – | 2147 |
|
|
2021
Q2 | $208K | Sell |
7,800
-534
| -6% | -$14.5K | ﹤0.01% | 1788 |
|
|
2021
Q1 | $222K | Buy |
+8,334
| New | +$219K | ﹤0.01% | 2014 |
|
|
2020
Q4 | – | Sell |
-10,253
| Closed | -$225K | – | 2386 |
|
|
2020
Q3 | $225K | Buy |
10,253
+39
| +0.4% | +$860 | ﹤0.01% | 1608 |
|
|
2020
Q2 | $218K | Buy |
+10,214
| New | +$215K | ﹤0.01% | 1478 |
|
|
2020
Q1 | – | Sell |
-9,629
| Closed | -$234K | – | 1938 |
|
|
2019
Q4 | $234K | Sell |
9,629
-81
| -0.8% | -$1.91K | ﹤0.01% | 1552 |
|
|
2019
Q3 | $220K | Buy |
9,710
+1,192
| +14% | +$28.9K | ﹤0.01% | 1549 |
|
|
2019
Q2 | $220K | Buy |
+8,518
| New | +$220K | ﹤0.01% | 1553 |
|
|
2017
Q4 | – | Sell |
-17,500
| Closed | -$432K | – | 1934 |
|
|
2017
Q3 | $432K | Buy |
17,500
+11,428
| +188% | +$278K | ﹤0.01% | 1120 |
|
|
2017
Q2 | $142K | Sell |
6,072
-693
| -10% | -$16.1K | ﹤0.01% | 1735 |
|
|
2017
Q1 | $151K | Sell |
6,765
-905
| -12% | -$19.3K | ﹤0.01% | 1674 |
|
|
2016
Q4 | $149K | Buy |
7,670
+580
| +8% | +$12.2K | ﹤0.01% | 1578 |
|
|
2016
Q3 | $156K | Buy |
7,090
+1,340
| +23% | +$28.2K | ﹤0.01% | 1551 |
|
|
2016
Q2 | $113K | Buy |
5,750
+1,304
| +29% | +$25.5K | ﹤0.01% | 1594 |
|
|
2016
Q1 | $88K | Buy |
4,446
+717
| +19% | +$13.1K | ﹤0.01% | 1712 |
|
|
2015
Q4 | $74K | Buy |
3,729
+385
| +12% | +$7.79K | ﹤0.01% | 1813 |
|
|
2015
Q3 | $64K | Buy |
+3,344
| New | +$69.5K | ﹤0.01% | 1869 |
|
|
2015
Q2 | – | Sell |
-4,874
| Closed | -$107K | – | 1687 |
|
|
2015
Q1 | $107K | Buy |
4,874
+454
| +10% | +$9.74K | ﹤0.01% | 1539 |
|
|
2014
Q4 | $91K | Sell |
4,420
-770
| -15% | -$16.2K | ﹤0.01% | 1599 |
|
|
2014
Q3 | $106K | Buy |
5,190
+1,226
| +31% | +$26.6K | ﹤0.01% | 1432 |
|
|
2014
Q2 | $83K | Sell |
3,964
-50,779
| -93% | -$1.06M | ﹤0.01% | 1556 |
|
|
2014
Q1 | $1.08M | Buy |
54,743
+50,779
| +1,281% | +$1M | 0.02% | 346 |
|
|
2013
Q4 | $82K | Sell |
3,964
-500
| -11% | -$10.2K | ﹤0.01% | 1314 |
|
|
2013
Q3 | $89K | Buy |
4,464
+2,475
| +124% | +$47.7K | ﹤0.01% | 1184 |
|
|
2013
Q2 | $36K | Buy |
+1,989
| New | +$39.3K | ﹤0.01% | 1562 |
|
Other funds holding EWH
CCA
MRC
OMC
JAG
