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

Integrated Wealth Counsel’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
2016
Q4 		$4K Sell
200
-152
-43% -$3.19K 0.01% 194
2016
Q3 		$8K Buy
+352
New +$7.42K 0.02% 166

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Counsel's EWH Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its iShares MSCI Hong Kong ETF (EWH) stake by 43% in Q4 2016, selling an estimated $3.19K and leaving 200 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #194.

Integrated Wealth Counsel first reported a position in EWH in Q3 2016 and has held it in 2 quarters since. The position peaked at $8K in Q3 2016. 145 funds tracked by Wall St. Rank hold EWH as of Q4 2016.

  • Integrated Wealth Counsel held 200 shares of iShares MSCI Hong Kong ETF worth $4K as of Q4 2016.
  • Integrated Wealth Counsel sold 152 iShares MSCI Hong Kong ETF shares in Q4 2016, an estimated $3.19K.
  • iShares MSCI Hong Kong ETF made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #194 holding.
  • Integrated Wealth Counsel first reported a position in iShares MSCI Hong Kong ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares MSCI Hong Kong ETF position peaked at $8K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.