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

Elm 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
2021 Q1	–	Sell	-1,000	Closed	-$25K	–	150
2020 Q4	$25K	Buy	+1,000	New	+$23.3K	0.02%	189
2018 Q4	–	Sell	-1,000	Closed	-$24K	–	144
2018 Q3	$24K	Buy	+1,000	New	+$24.1K	0.02%	205

Other funds holding EWH

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

WBG

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Elm Advisors's EWH Position: Q1 2021 in Review

Elm Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2021, closing a stake of 1,000 shares — an estimated $25K sold.

Elm Advisors first reported a position in EWH in Q3 2018 and held it in 2 quarters. The position peaked at $25K in Q4 2020. 141 funds tracked by Wall St. Rank hold EWH as of Q1 2021.

Elm Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,000 iShares MSCI Hong Kong ETF shares in Q1 2021, an estimated $25K.
Elm Advisors first reported a position in iShares MSCI Hong Kong ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's iShares MSCI Hong Kong ETF position peaked at $25K in Q4 2020.
141 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.