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Next Financial Group’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-1,343
Closed -$33K – 2199
2019
Q4 		$33K Sell
1,343
-34
-2% -$803 ﹤0.01% 1353
2019
Q3 		$32K Sell
1,377
-88
-6% -$2.14K ﹤0.01% 1284
2019
Q2 		$38K Buy
1,465
+443
+43% +$11.4K ﹤0.01% 1248
2019
Q1 		$27K Sell
1,022
-200
-16% -$4.98K 0.01% 887
2018
Q4 		$28K Hold
1,222
– – 0.01% 982
2018
Q3 		$29K Buy
+1,222
New +$29.4K 0.01% 670
2017
Q4 		– Sell
-1,516
Closed -$38K – 594
2017
Q3 		$38K Buy
1,516
+183
+14% +$4.45K 0.01% 777
2017
Q2 		$31K Hold
1,333
– – 0.01% 931
2017
Q1 		$31K Buy
1,333
+1,311
+5,959% +$28K 0.01% 887
2016
Q4 		$0 Sell
22
-430
-95% -$9.03K ﹤0.01% 2416
2016
Q3 		$10K Buy
+452
New +$9.53K ﹤0.01% 1644
2014
Q4 		– Sell
-302
Closed -$6K – 2018
2014
Q3 		$6K Buy
+302
New +$6.54K ﹤0.01% 1971

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Next Financial Group's EWH Position: Q1 2020 in Review

Next Financial Group sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2020, closing a stake of 1,343 shares — an estimated $33K sold.

Next Financial Group first reported a position in EWH in Q3 2014 and held it in 12 quarters. The position peaked at $38K in Q2 2019. 137 funds tracked by Wall St. Rank hold EWH as of Q1 2020.

  • Next Financial Group reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 1,343 iShares MSCI Hong Kong ETF shares in Q1 2020, an estimated $33K.
  • Next Financial Group first reported a position in iShares MSCI Hong Kong ETF in Q3 2014 and held it in 12 quarters.
  • Next Financial Group's iShares MSCI Hong Kong ETF position peaked at $38K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.