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Marks Group Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Marks Group Wealth 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
2022
Q3 		– Sell
-11,513
Closed -$255K – 276
2022
Q2 		$255K Sell
11,513
-10,862
-49% -$236K 0.04% 259
2022
Q1 		$505K Sell
22,375
-12,090
-35% -$281K 0.06% 232
2021
Q4 		$799K Sell
34,465
-59,962
-64% -$1.44M 0.1% 200
2021
Q3 		$2.26M Sell
94,427
-29,467
-24% -$758K 0.31% 108
2021
Q2 		$3.31M Sell
123,894
-4,322
-3% -$117K 0.45% 97
2021
Q1 		$3.41M Buy
128,216
+13
+0% +$342 0.51% 89
2020
Q4 		$3.16M Buy
128,203
+7,377
+6% +$172K 0.49% 91
2020
Q3 		$2.65M Sell
120,826
-946
-0.8% -$20.9K 0.48% 92
2020
Q2 		$2.61M Buy
121,772
+5,435
+5% +$115K 0.53% 85
2020
Q1 		$2.31M Sell
116,337
-733
-0.6% -$16.7K 0.6% 77
2019
Q4 		$2.85M Buy
+117,070
New +$2.76M 0.56% 84

Other funds holding EWH

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Marks Group Wealth Management's EWH Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2022, closing a stake of 11,513 shares — an estimated $255K sold.

Marks Group Wealth Management first reported a position in EWH in Q4 2019 and held it in 11 quarters. The position peaked at $3.41M in Q1 2021. 118 funds tracked by Wall St. Rank hold EWH as of Q3 2022.

  • Marks Group Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 11,513 iShares MSCI Hong Kong ETF shares in Q3 2022, an estimated $255K.
  • Marks Group Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2019 and held it in 11 quarters.
  • Marks Group Wealth Management's iShares MSCI Hong Kong ETF position peaked at $3.41M in Q1 2021.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.