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Mount Yale Investment Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-138
Closed -$2.73K – 963
2025
Q2 		$2.73K Buy
+138
New +$2.52K ﹤0.01% 1300

Other funds holding EWH

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mount Yale Investment Advisors's EWH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2025, closing a stake of 138 shares — an estimated $2.73K sold.

Mount Yale Investment Advisors first reported a position in EWH in Q2 2025 and held it in 1 quarter. The position peaked at $2.73K in Q2 2025. 117 funds tracked by Wall St. Rank hold EWH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 138 iShares MSCI Hong Kong ETF shares in Q3 2025, an estimated $2.73K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $2.73K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.