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

Exencial Wealth 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
2026 Q1	$1.34M	Buy	57,943 +5,083	+10%	+$117K	0.04%	258
2025 Q4	$1.12M	Buy	52,860 +2,538	+5%	+$55.3K	0.04%	278
2025 Q3	$1.08M	Buy	50,322 +3,386	+7%	+$71K	0.04%	280
2025 Q2	$932K	Buy	46,936 +2,987	+7%	+$54.6K	0.03%	290
2025 Q1	$770K	Buy	43,949 +2,557	+6%	+$43.6K	0.03%	319
2024 Q4	$690K	Buy	+41,392	New	+$734K	0.03%	326

Other funds holding EWH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exencial Wealth Advisors's EWH Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares MSCI Hong Kong ETF (EWH) stake by 9.6% in Q1 2026, buying an estimated $117K and bringing the position to 57,943 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #258.

Exencial Wealth Advisors first reported a position in EWH in Q4 2024 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold EWH as of Q1 2026.

Exencial Wealth Advisors held 57,943 shares of iShares MSCI Hong Kong ETF worth $1.34M as of Q1 2026.
Exencial Wealth Advisors bought 5,083 iShares MSCI Hong Kong ETF shares in Q1 2026, an estimated $117K.
iShares MSCI Hong Kong ETF made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #258 holding.
Exencial Wealth Advisors first reported a position in iShares MSCI Hong Kong ETF in Q4 2024 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.