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Evergreen Capital Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Evergreen Capital Management’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
2026
Q2 		$2.89M Buy
138,318
+1,600
+1% +$36.8K 0.05% 278
2026
Q1 		$3.16M Buy
136,718
+7,965
+6% +$184K 0.07% 250
2025
Q4 		$2.74M Buy
128,753
+2,595
+2% +$56.5K 0.06% 261
2025
Q3 		$2.72M Buy
126,158
+1,438
+1% +$30.2K 0.06% 241
2025
Q2 		$2.48M Buy
124,720
+7,160
+6% +$131K 0.07% 238
2025
Q1 		$2.06M Buy
117,560
+9,880
+9% +$168K 0.07% 250
2024
Q4 		$1.79M Sell
107,680
-5,427
-5% -$96.3K 0.06% 264
2024
Q3 		$2.11M Buy
113,107
+49,455
+78% +$784K 0.07% 244
2024
Q2 		$974K Buy
63,652
+642
+1% +$10.4K 0.04% 314
2024
Q1 		$980K Buy
63,010
+582
+0.9% +$9.41K 0.04% 295
2023
Q4 		$1.08M Sell
62,428
-9,747
-14% -$167K 0.04% 284
2023
Q3 		$1.24M Buy
72,175
+35
+0% +$644 0.05% 265
2023
Q2 		$1.39M Buy
72,140
+2,139
+3% +$43K 0.06% 249
2023
Q1 		$1.44M Buy
70,001
+5,020
+8% +$107K 0.06% 244
2022
Q4 		$1.37M Sell
64,981
-6,025
-8% -$115K 0.06% 249
2022
Q3 		$1.29M Sell
71,006
-1,418
-2% -$29.3K 0.07% 239
2022
Q2 		$1.61M Sell
72,424
-611
-0.8% -$13.3K 0.08% 211
2022
Q1 		$1.65M Buy
73,035
+3,349
+5% +$77.9K 0.07% 239
2021
Q4 		$1.62M Buy
69,686
+2,567
+4% +$61.6K 0.06% 242
2021
Q3 		$1.61M Buy
67,119
+2,838
+4% +$73K 0.07% 231
2021
Q2 		$1.72M Buy
64,281
+4,792
+8% +$130K 0.08% 217
2021
Q1 		$1.58M Buy
59,489
+356
+0.6% +$9.37K 0.08% 214
2020
Q4 		$1.46M Buy
59,133
+3,597
+6% +$83.9K 0.09% 192
2020
Q3 		$1.22M Sell
55,536
-285
-0.5% -$6.28K 0.08% 187
2020
Q2 		$1.19M Buy
55,821
+843
+2% +$17.8K 0.09% 178
2020
Q1 		$1.1M Buy
54,978
+5,966
+12% +$136K 0.1% 158
2019
Q4 		$1.19M Sell
49,012
-2,479
-5% -$58.5K 0.1% 158
2019
Q3 		$1.17M Sell
51,491
-1,194
-2% -$29K 0.11% 150
2019
Q2 		$1.36M Buy
52,685
+2,898
+6% +$74.9K 0.13% 134
2019
Q1 		$1.3M Buy
49,787
+4,125
+9% +$103K 0.13% 135
2018
Q4 		$1.03M Sell
45,662
-81,163
-64% -$1.83M 0.11% 148
2018
Q3 		$3.03M Buy
126,825
+86,965
+218% +$2.09M 0.27% 84
2018
Q2 		$965K Buy
39,860
+1,950
+5% +$49.9K 0.09% 155
2018
Q1 		$960K Buy
37,910
+15,385
+68% +$397K 0.09% 145
2017
Q4 		$573K Buy
22,525
+1,700
+8% +$42.9K 0.06% 169
2017
Q3 		$514K Buy
20,825
+5,035
+32% +$122K 0.06% 151
2017
Q2 		$370K Buy
+15,790
New +$367K 0.06% 110

Other funds holding EWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Capital Management's EWH Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares MSCI Hong Kong ETF (EWH) stake by 1.2% in Q2 2026, buying an estimated $36.8K and bringing the position to 138,318 shares worth $2.89M. The position accounts for 0.05% of the portfolio, ranked #278.

Evergreen Capital Management first reported a position in EWH in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.16M in Q1 2026. 120 funds tracked by Wall St. Rank hold EWH as of Q2 2026.

  • Evergreen Capital Management held 138,318 shares of iShares MSCI Hong Kong ETF worth $2.89M as of Q2 2026.
  • Evergreen Capital Management bought 1,600 iShares MSCI Hong Kong ETF shares in Q2 2026, an estimated $36.8K.
  • iShares MSCI Hong Kong ETF made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #278 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Hong Kong ETF in Q2 2017 and has held it in 37 quarters since.
  • Evergreen Capital Management's iShares MSCI Hong Kong ETF position peaked at $3.16M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.