EWA
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return