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Montag & Associates’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Montag & Associates’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
2024
Q1 		– Sell
-2,902
Closed -$50.4K – 983
2023
Q4 		$50.4K Hold
2,902
– – ﹤0.01% 582
2023
Q3 		$49.8K Hold
2,902
– – ﹤0.01% 554
2023
Q2 		$56.1K Hold
2,902
– – ﹤0.01% 549
2023
Q1 		$59.6K Hold
2,902
– – ﹤0.01% 525
2022
Q4 		$61K Hold
2,902
– – ﹤0.01% 512
2022
Q3 		$53K Buy
+2,902
New +$60K ﹤0.01% 527

Other funds holding EWH

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Montag & Associates's EWH Position: Q1 2024 in Review

Montag & Associates sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2024, closing a stake of 2,902 shares — an estimated $50.4K sold.

Montag & Associates first reported a position in EWH in Q3 2022 and held it in 6 quarters. The position peaked at $61K in Q4 2022. 106 funds tracked by Wall St. Rank hold EWH as of Q1 2024.

  • Montag & Associates reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2024 after selling out during the quarter.
  • Montag & Associates sold 2,902 iShares MSCI Hong Kong ETF shares in Q1 2024, an estimated $50.4K.
  • Montag & Associates first reported a position in iShares MSCI Hong Kong ETF in Q3 2022 and held it in 6 quarters.
  • Montag & Associates's iShares MSCI Hong Kong ETF position peaked at $61K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.