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

Marotta Asset 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 Q4	–	Sell	-10,319	Closed	-$188K	–	108
2022 Q3	$188K	Sell	10,319 -8,467	-45%	-$175K	0.05%	102
2022 Q2	$416K	Sell	18,786 -32,457	-63%	-$704K	0.1%	73
2022 Q1	$1.16M	Sell	51,243 -7,963	-13%	-$185K	0.27%	45
2021 Q4	$1.37M	Sell	59,206 -6,622	-10%	-$159K	0.31%	41
2021 Q3	$1.58M	Sell	65,828 -2,430	-4%	-$62.5K	0.38%	39
2021 Q2	$1.83M	Sell	68,258 -4,129	-6%	-$112K	0.44%	38
2021 Q1	$1.94M	Sell	72,387 -19,497	-21%	-$513K	0.5%	36
2020 Q4	$2.26M	Sell	91,884 -62,868	-41%	-$1.47M	0.6%	35
2020 Q3	$3.39M	Sell	154,752 -13,771	-8%	-$304K	1.03%	28
2020 Q2	$3.6M	Sell	168,523 -62,503	-27%	-$1.32M	1.15%	27
2020 Q1	$4.45M	Sell	231,026 -25,791	-10%	-$589K	1.71%	18
2019 Q4	$5.94M	Buy	+256,817	New	+$6.06M	1.82%	17

Other funds holding EWH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Marotta Asset Management's EWH Position: Q4 2022 in Review

Marotta Asset Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2022, closing a stake of 10,319 shares — an estimated $188K sold.

Marotta Asset Management first reported a position in EWH in Q4 2019 and held it in 12 quarters. The position peaked at $5.94M in Q4 2019. 119 funds tracked by Wall St. Rank hold EWH as of Q4 2022.

Marotta Asset Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2022 after selling out during the quarter.
Marotta Asset Management sold 10,319 iShares MSCI Hong Kong ETF shares in Q4 2022, an estimated $188K.
Marotta Asset Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2019 and held it in 12 quarters.
Marotta Asset Management's iShares MSCI Hong Kong ETF position peaked at $5.94M in Q4 2019.
119 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2022.

Based on Marotta Asset Management's 13F filing for Q4 2022, filed 3 Jan 2023.