Mogy Joel R Investment Counsel’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Mogy Joel R Investment Counsel’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 Q1	–	Sell	-11,900	Closed	-$276K	–	114
2021 Q4	$276K	Buy	+11,900	New	+$286K	0.02%	111
2015 Q1	–	Sell	-24,750	Closed	-$508K	–	143
2014 Q4	$508K	Sell	24,750 -5,200	-17%	-$110K	0.1%	106
2014 Q3	$609K	Hold	29,950	–	–	0.12%	97
2014 Q2	$625K	Hold	29,950	–	–	0.13%	96
2014 Q1	$592K	Hold	29,950	–	–	0.12%	98
2013 Q4	$617K	Hold	29,950	–	–	0.13%	95
2013 Q3	$600K	Hold	29,950	–	–	0.14%	95
2013 Q2	$549K	Buy	+29,950	New	+$592K	0.13%	96

Other funds holding EWH

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

VMPIC

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

WBG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mogy Joel R Investment Counsel's EWH Position: Q1 2022 in Review

Mogy Joel R Investment Counsel sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2022, closing a stake of 11,900 shares — an estimated $276K sold.

Mogy Joel R Investment Counsel first reported a position in EWH in Q2 2013 and held it in 8 quarters. The position peaked at $625K in Q2 2014. 133 funds tracked by Wall St. Rank hold EWH as of Q1 2022.

Mogy Joel R Investment Counsel reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2022 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 11,900 iShares MSCI Hong Kong ETF shares in Q1 2022, an estimated $276K.
Mogy Joel R Investment Counsel first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 8 quarters.
Mogy Joel R Investment Counsel's iShares MSCI Hong Kong ETF position peaked at $625K in Q2 2014.
133 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2022.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2022, filed 12 May 2022.