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Integrated Wealth Concepts’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-112,364
Closed -$2.59M – 2453
2026
Q1 		$2.59M Buy
112,364
+61,139
+119% +$1.41M 0.02% 662
2025
Q4 		$1.09M Sell
51,225
-34,173
-40% -$744K 0.01% 736
2025
Q3 		$1.84M Buy
85,398
+30,992
+57% +$650K 0.02% 704
2025
Q2 		$1.08M Sell
54,406
-38,169
-41% -$697K 0.01% 880
2025
Q1 		$1.62M Sell
92,575
-19,362
-17% -$330K 0.02% 635
2024
Q4 		$1.86M Buy
111,937
+101,693
+993% +$1.8M 0.02% 585
2024
Q3 		$191K Sell
10,244
-703
-6% -$11.1K ﹤0.01% 1561
2024
Q2 		$167K Sell
10,947
-96
-0.9% -$1.56K ﹤0.01% 1547
2024
Q1 		$172K Sell
11,043
-11,017
-50% -$178K ﹤0.01% 1544
2023
Q4 		$383K Buy
22,060
+9,928
+82% +$170K 0.01% 1123
2023
Q3 		$208K Sell
12,132
-61,707
-84% -$1.14M ﹤0.01% 1392
2023
Q2 		$1.43M Buy
73,839
+9,609
+15% +$193K 0.02% 564
2023
Q1 		$1.32M Sell
64,230
-20,651
-24% -$439K 0.03% 524
2022
Q4 		$1.78M Buy
+84,881
New +$1.62M 0.05% 342

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

Integrated Wealth Concepts's EWH Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2026, closing a stake of 112,364 shares — an estimated $2.59M sold.

Integrated Wealth Concepts first reported a position in EWH in Q4 2022 and held it in 14 quarters. The position peaked at $2.59M in Q1 2026. 120 funds tracked by Wall St. Rank hold EWH as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 112,364 iShares MSCI Hong Kong ETF shares in Q2 2026, an estimated $2.59M.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Hong Kong ETF in Q4 2022 and held it in 14 quarters.
  • Integrated Wealth Concepts's iShares MSCI Hong Kong ETF position peaked at $2.59M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.