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

Optimum 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
2022
Q2 		– Sell
-303
Closed -$7K – 850
2022
Q1 		$7K Buy
+303
New +$7.05K ﹤0.01% 686
2020
Q4 		– Sell
-1,028
Closed -$23K – 895
2020
Q3 		$23K Hold
1,028
– – 0.01% 581
2020
Q2 		$22K Buy
1,028
+19
+2% +$401 0.01% 590
2020
Q1 		$20K Hold
1,009
– – 0.01% 570
2019
Q4 		$25K Sell
1,009
-316
-24% -$7.46K 0.01% 634
2019
Q3 		$30K Buy
1,325
+1,000
+308% +$24.3K 0.01% 609
2019
Q2 		$8K Hold
325
– – ﹤0.01% 807
2019
Q1 		$9K Hold
325
– – ﹤0.01% 823
2018
Q4 		$7K Hold
325
– – ﹤0.01% 803
2018
Q3 		$8K Hold
325
– – ﹤0.01% 873
2018
Q2 		$8K Hold
325
– – ﹤0.01% 870
2018
Q1 		$8K Buy
+325
New +$8.38K ﹤0.01% 843
2015
Q1 		$28K Hold
1,275
– – 0.01% 623
2014
Q4 		$26K Hold
1,275
– – 0.01% 654
2014
Q3 		$26K Hold
1,275
– – 0.01% 596
2014
Q2 		$27K Buy
+1,275
New +$26.5K 0.01% 609

Other funds holding EWH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Optimum Investment Advisors's EWH Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2022, closing a stake of 303 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in EWH in Q2 2014 and held it in 16 quarters. The position peaked at $30K in Q3 2019. 124 funds tracked by Wall St. Rank hold EWH as of Q2 2022.

  • Optimum Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 303 iShares MSCI Hong Kong ETF shares in Q2 2022, an estimated $7K.
  • Optimum Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2014 and held it in 16 quarters.
  • Optimum Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $30K in Q3 2019.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.