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James Investment Research’s iShares MSCI Hong Kong ETF EWH Stock Holding History

James Investment Research’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
2020
Q3 		– Sell
-1,000
Closed -$21K – 483
2020
Q2 		$21K Sell
1,000
-1,000
-50% -$21.1K ﹤0.01% 377
2020
Q1 		$40K Hold
2,000
– – ﹤0.01% 324
2019
Q4 		$49K Hold
2,000
– – ﹤0.01% 389
2019
Q3 		$45K Hold
2,000
– – ﹤0.01% 437
2019
Q2 		$52K Hold
2,000
– – ﹤0.01% 497
2019
Q1 		$52K Hold
2,000
– – ﹤0.01% 642
2018
Q4 		$45K Sell
2,000
-1,200
-38% -$27.1K ﹤0.01% 645
2018
Q3 		$77K Hold
3,200
– – ﹤0.01% 635
2018
Q2 		$77K Buy
3,200
+250
+8% +$6.39K ﹤0.01% 637
2018
Q1 		$75K Sell
2,950
-200
-6% -$5.16K ﹤0.01% 623
2017
Q4 		$80K Buy
3,150
+1,250
+66% +$31.6K ﹤0.01% 611
2017
Q3 		$47K Buy
1,900
+500
+36% +$12.2K ﹤0.01% 630
2017
Q2 		$33K Hold
1,400
– – ﹤0.01% 641
2017
Q1 		$31K Buy
+1,400
New +$29.9K ﹤0.01% 572
2016
Q2 		– Sell
-1,150
Closed -$23K – 535
2016
Q1 		$23K Hold
1,150
– – ﹤0.01% 392
2015
Q4 		$23K Hold
1,150
– – ﹤0.01% 404
2015
Q3 		$22K Sell
1,150
-700
-38% -$14.5K ﹤0.01% 394
2015
Q2 		$42K Buy
+1,850
New +$43.7K ﹤0.01% 372
2014
Q3 		– Sell
-1,000
Closed -$21K – 518
2014
Q2 		$21K Sell
1,000
-1,600
-62% -$33.3K ﹤0.01% 433
2014
Q1 		$51K Sell
2,600
-1,000
-28% -$19.8K ﹤0.01% 376
2013
Q4 		$74K Buy
3,600
+2,600
+260% +$53K ﹤0.01% 353
2013
Q3 		$20K Hold
1,000
– – ﹤0.01% 430
2013
Q2 		$18K Buy
+1,000
New +$19.8K ﹤0.01% 426

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

James Investment Research's EWH Position: Q3 2020 in Review

James Investment Research sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2020, closing a stake of 1,000 shares — an estimated $21K sold.

James Investment Research first reported a position in EWH in Q2 2013 and held it in 23 quarters. The position peaked at $80K in Q4 2017. 126 funds tracked by Wall St. Rank hold EWH as of Q3 2020.

  • James Investment Research reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 1,000 iShares MSCI Hong Kong ETF shares in Q3 2020, an estimated $21K.
  • James Investment Research first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 23 quarters.
  • James Investment Research's iShares MSCI Hong Kong ETF position peaked at $80K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.