Kovitz Investment Group Partners’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Kovitz Investment Group Partners’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	$1.22M	Buy	58,540 +34,584	+144%	+$795K	0.03%	285
2026 Q1	$553K	Buy	+23,956	New	+$552K	0.01%	387
2025 Q4	–	Sell	-81,183	Closed	-$1.75M	–	727
2025 Q3	$1.75M	Sell	81,183 -13,365	-14%	-$280K	0.01%	699
2025 Q2	$1.88M	Buy	94,548 +36,386	+63%	+$665K	0.01%	639
2025 Q1	$1.02M	Buy	+58,162	New	+$992K	0.01%	736
2020 Q1	–	Sell	-48,233	Closed	-$1.17M	–	373
2019 Q4	$1.17M	Sell	48,233 -409	-0.8%	-$9.66K	0.03%	249
2019 Q3	$1.1M	Sell	48,642 -4,578	-9%	-$111K	0.04%	255
2019 Q2	$1.38M	Sell	53,220 -2,342	-4%	-$60.5K	0.04%	235
2019 Q1	$1.46M	Sell	55,562 -1,853	-3%	-$46.1K	0.05%	230
2018 Q4	$1.3M	Buy	+57,415	New	+$1.3M	0.05%	171

Other funds holding EWH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovitz Investment Group Partners's EWH Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares MSCI Hong Kong ETF (EWH) stake by 144% in Q2 2026, buying an estimated $795K and bringing the position to 58,540 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #285.

Kovitz Investment Group Partners first reported a position in EWH in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.88M in Q2 2025. 120 funds tracked by Wall St. Rank hold EWH as of Q2 2026.

Kovitz Investment Group Partners held 58,540 shares of iShares MSCI Hong Kong ETF worth $1.22M as of Q2 2026.
Kovitz Investment Group Partners bought 34,584 iShares MSCI Hong Kong ETF shares in Q2 2026, an estimated $795K.
iShares MSCI Hong Kong ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #285 holding.
Kovitz Investment Group Partners first reported a position in iShares MSCI Hong Kong ETF in Q4 2018 and has held it in 10 quarters since.
Kovitz Investment Group Partners's iShares MSCI Hong Kong ETF position peaked at $1.88M in Q2 2025.
120 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.