Creative Planning
EWH icon

Creative Planning’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Creative Planning’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
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 – 1686
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

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Creative Planning's EWH Position: Q4 2025 in Review

Creative Planning sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2025, closing a stake of 12,275 shares — an estimated $265K sold.

Creative Planning first reported a position in EWH in Q2 2013 and held it in 33 quarters. The position peaked at $1.08M in Q1 2014. 119 funds tracked by Wall St. Rank hold EWH as of Q4 2025.

  • Creative Planning reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 12,275 iShares MSCI Hong Kong ETF shares in Q4 2025, an estimated $265K.
  • Creative Planning first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 33 quarters.
  • Creative Planning's iShares MSCI Hong Kong ETF position peaked at $1.08M in Q1 2014.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.