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Kalos Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Kalos Management’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
2023
Q2 		– Sell
-386
Closed -$7.93K – 208
2023
Q1 		$7.93K Buy
+386
New +$8.2K 0.02% 237
2019
Q3 		– Sell
-17,688
Closed -$405K – 210
2019
Q2 		$405K Buy
17,688
+4,140
+31% +$107K 0.18% 129
2019
Q1 		$355K Sell
13,548
-4,140
-23% -$103K 0.23% 103
2018
Q4 		$399K Sell
17,688
-1,724
-9% -$38.9K 0.19% 117
2018
Q3 		$460K Sell
19,412
-930
-5% -$22.4K 0.25% 94
2018
Q2 		$493K Buy
20,342
+171
+0.8% +$4.37K 0.22% 112
2018
Q1 		$509K Sell
20,171
-67
-0.3% -$1.73K 0.3% 84
2017
Q4 		$513K Buy
20,238
+1,573
+8% +$39.7K 0.24% 114
2017
Q3 		$460K Sell
18,665
-351
-2% -$8.53K 0.3% 98
2017
Q2 		$445K Buy
19,016
+241
+1% +$5.6K 0.41% 77
2017
Q1 		$418K Sell
18,775
-1,165
-6% -$24.9K 0.3% 88
2016
Q4 		$388K Sell
19,940
-3,816
-16% -$80.1K 0.31% 85
2016
Q3 		$523K Buy
23,756
+348
+1% +$7.33K 0.45% 71
2016
Q2 		$458K Buy
23,408
+800
+4% +$15.7K 0.35% 85
2016
Q1 		$448K Hold
22,608
– – 0.37% 82
2015
Q4 		$448K Buy
+22,608
New +$458K 0.33% 86

Other funds holding EWH

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kalos Management's EWH Position: Q2 2023 in Review

Kalos Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2023, closing a stake of 386 shares — an estimated $7.93K sold.

Kalos Management first reported a position in EWH in Q4 2015 and held it in 16 quarters. The position peaked at $523K in Q3 2016. 113 funds tracked by Wall St. Rank hold EWH as of Q2 2023.

  • Kalos Management reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 386 iShares MSCI Hong Kong ETF shares in Q2 2023, an estimated $7.93K.
  • Kalos Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2015 and held it in 16 quarters.
  • Kalos Management's iShares MSCI Hong Kong ETF position peaked at $523K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.