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Seed Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Seed Wealth Management’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
2023
Q4 		– Sell
-10,450
Closed -$179K – 149
2023
Q3 		$179K Hold
10,450
– – 0.2% 131
2023
Q2 		$202K Hold
10,450
– – 0.21% 134
2023
Q1 		$215K Hold
10,450
– – 0.24% 122
2022
Q4 		$220K Buy
+10,450
New +$200K 0.25% 109

Other funds holding EWH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seed Wealth Management's EWH Position: Q4 2023 in Review

Seed Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q4 2023, closing a stake of 10,450 shares — an estimated $179K sold.

Seed Wealth Management first reported a position in EWH in Q4 2022 and held it in 4 quarters. The position peaked at $220K in Q4 2022. 112 funds tracked by Wall St. Rank hold EWH as of Q4 2023.

  • Seed Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q4 2023 after selling out during the quarter.
  • Seed Wealth Management sold 10,450 iShares MSCI Hong Kong ETF shares in Q4 2023, an estimated $179K.
  • Seed Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2022 and held it in 4 quarters.
  • Seed Wealth Management's iShares MSCI Hong Kong ETF position peaked at $220K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q4 2023.

Based on Seed Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.