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

Strategic 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
2019
Q1 		– Sell
-136,728
Closed -$3.09M – 24
2018
Q4 		$3.09M Sell
136,728
-670
-0.5% -$15.1K 2.81% 19
2018
Q3 		$3.29M Sell
137,398
-694
-0.5% -$16.7K 2.79% 18
2018
Q2 		$3.34M Sell
138,092
-108
-0.1% -$2.76K 2.98% 18
2018
Q1 		$3.5M Buy
+138,200
New +$3.56M 2.96% 15

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Management's EWH Position: Q1 2019 in Review

Strategic Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2019, closing a stake of 136,728 shares — an estimated $3.09M sold.

Strategic Wealth Management first reported a position in EWH in Q1 2018 and held it in 4 quarters. The position peaked at $3.5M in Q1 2018. 169 funds tracked by Wall St. Rank hold EWH as of Q1 2019.

  • Strategic Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Management sold 136,728 iShares MSCI Hong Kong ETF shares in Q1 2019, an estimated $3.09M.
  • Strategic Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2018 and held it in 4 quarters.
  • Strategic Wealth Management's iShares MSCI Hong Kong ETF position peaked at $3.5M in Q1 2018.
  • 169 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2019.

Based on Strategic Wealth Management's 13F filing for Q1 2019, filed 30 Apr 2019.