Joel Isaacson & Co’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Joel Isaacson & Co’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	–	Sell	-1,250	Closed	-$28K	–	662
2016 Q3	$28K	Hold	1,250	–	–	0.01%	418
2016 Q2	$24K	Hold	1,250	–	–	0.01%	443
2016 Q1	$25K	Hold	1,250	–	–	0.01%	451
2015 Q4	$25K	Hold	1,250	–	–	0.01%	437
2015 Q3	$24K	Buy	+1,250	New	+$26K	0.01%	446

Other funds holding EWH

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Isaacson & Co's EWH Position: Q4 2016 in Review

Joel Isaacson & Co sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2016, closing a stake of 1,250 shares — an estimated $28K sold.

Joel Isaacson & Co first reported a position in EWH in Q3 2015 and held it in 5 quarters. The position peaked at $28K in Q3 2016. 145 funds tracked by Wall St. Rank hold EWH as of Q4 2016.

Joel Isaacson & Co reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 1,250 iShares MSCI Hong Kong ETF shares in Q4 2016, an estimated $28K.
Joel Isaacson & Co first reported a position in iShares MSCI Hong Kong ETF in Q3 2015 and held it in 5 quarters.
Joel Isaacson & Co's iShares MSCI Hong Kong ETF position peaked at $28K in Q3 2016.
145 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.