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

Foundations Investment 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
2025
Q2 		– Sell
-30,038
Closed -$526K – 940
2025
Q1 		$526K Buy
+30,038
New +$512K 0.01% 565
2024
Q3 		– Sell
-55,036
Closed -$842K – 826
2024
Q2 		$842K Sell
55,036
-12,067
-18% -$196K 0.02% 377
2024
Q1 		$1.04M Buy
67,103
+2,106
+3% +$34.1K 0.03% 317
2023
Q4 		$1.03M Sell
64,997
-14,150
-18% -$242K 0.03% 307
2023
Q3 		$1.36M Buy
+79,147
New +$1.46M 0.04% 260

Other funds holding EWH

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Foundations Investment Advisors's EWH Position: Q2 2025 in Review

Foundations Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2025, closing a stake of 30,038 shares — an estimated $526K sold.

Foundations Investment Advisors first reported a position in EWH in Q3 2023 and held it in 5 quarters. The position peaked at $1.36M in Q3 2023. 108 funds tracked by Wall St. Rank hold EWH as of Q2 2025.

  • Foundations Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 30,038 iShares MSCI Hong Kong ETF shares in Q2 2025, an estimated $526K.
  • Foundations Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q3 2023 and held it in 5 quarters.
  • Foundations Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $1.36M in Q3 2023.
  • 108 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.