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

Cumberland 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
2020 Q1	–	Sell	-104,030	Closed	-$2.53M	–	64
2019 Q4	$2.53M	Sell	104,030 -8,800	-8%	-$208K	0.87%	27
2019 Q3	$2.56M	Sell	112,830 -3,830	-3%	-$93K	0.72%	29
2019 Q2	$3.02M	Sell	116,660 -4,040	-3%	-$104K	1.02%	26
2019 Q1	$3.16M	Buy	+120,700	New	+$3M	1.1%	21
2018 Q3	–	Sell	-100,190	Closed	-$2.43M	–	44
2018 Q2	$2.43M	Buy	100,190 +3,840	+4%	+$98.2K	1.52%	22
2018 Q1	$2.44M	Sell	96,350 -5,840	-6%	-$151K	1.49%	25
2017 Q4	$2.6M	Buy	102,190 +1,910	+2%	+$48.2K	1.44%	26
2017 Q3	$2.48M	Sell	100,280 -9,080	-8%	-$221K	1.52%	25
2017 Q2	$2.56M	Buy	109,360 +41,050	+60%	+$954K	1.51%	22
2017 Q1	$1.52M	Sell	68,310 -4,080	-6%	-$87.2K	0.95%	24
2016 Q4	$1.41M	Buy	+72,390	New	+$1.52M	1.01%	26
2016 Q1	–	Sell	-116,390	Closed	-$2.31M	–	53
2015 Q4	$2.31M	Buy	+116,390	New	+$2.36M	1.37%	23
2013 Q3	–	Sell	-148,052	Closed	-$2.71M	–	39
2013 Q2	$2.71M	Buy	+148,052	New	+$2.93M	1.48%	28

Other funds holding EWH

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Cumberland Advisors's EWH Position: Q1 2020 in Review

Cumberland Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2020, closing a stake of 104,030 shares — an estimated $2.53M sold.

Cumberland Advisors first reported a position in EWH in Q2 2013 and held it in 13 quarters. The position peaked at $3.16M in Q1 2019. 137 funds tracked by Wall St. Rank hold EWH as of Q1 2020.

Cumberland Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2020 after selling out during the quarter.
Cumberland Advisors sold 104,030 iShares MSCI Hong Kong ETF shares in Q1 2020, an estimated $2.53M.
Cumberland Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 13 quarters.
Cumberland Advisors's iShares MSCI Hong Kong ETF position peaked at $3.16M in Q1 2019.
137 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2020.

Based on Cumberland Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.