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MWPCG
Measured Wealth Private Client Group’s
East-West Bancorp
EWBC
Stock Holding History
Measured Wealth Private Client Group’s Portfolio
EWBC Stock Details
EWBC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$862K
Buy
8,076
+2,436
+43%
+$275K
0.24%
63
2025
Q4
$634K
Buy
5,640
+4,076
+261%
+$433K
0.17%
81
2025
Q3
$166K
Buy
+1,564
New
+$165K
0.04%
202
2024
Q3
–
Sell
-3,615
Closed
-$265K
–
187
2024
Q2
$265K
Hold
3,615
–
–
0.09%
160
2024
Q1
$286K
Hold
3,615
–
–
0.1%
154
2023
Q4
$260K
Buy
+3,615
New
+$218K
0.1%
153
2023
Q2
–
Sell
-3,687
Closed
-$205K
–
184
2023
Q1
$205K
Sell
3,687
-70
-2%
-$4.83K
0.08%
171
2022
Q4
$248K
Sell
3,757
-1,869
-33%
-$128K
0.1%
139
2022
Q3
$378K
Buy
5,626
+1,948
+53%
+$139K
0.17%
76
2022
Q2
$238K
Sell
3,678
-270
-7%
-$19.4K
0.11%
141
2022
Q1
$312K
Sell
3,948
-641
-14%
-$54.1K
0.11%
111
2021
Q4
$361K
Sell
4,589
-84
-2%
-$6.75K
0.13%
99
2021
Q3
$362K
Sell
4,673
-2,751
-37%
-$200K
0.14%
96
2021
Q2
$532K
Buy
7,424
+1,393
+23%
+$104K
0.17%
77
2021
Q1
$445K
Buy
+6,031
New
+$410K
0.16%
75
Other funds holding EWBC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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