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Summit Place Financial Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Summit Place Financial 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
Q1 		– Sell
-67,178
Closed -$1.56M – 109
2021
Q4 		$1.56M Buy
67,178
+4,200
+7% +$101K 1.08% 41
2021
Q3 		$1.51M Buy
62,978
+175
+0.3% +$4.5K 1.1% 42
2021
Q2 		$1.68M Sell
62,803
-3,270
-5% -$88.9K 1.23% 40
2021
Q1 		$1.76M Sell
66,073
-4,275
-6% -$113K 1.41% 31
2020
Q4 		$1.73M Buy
70,348
+298
+0.4% +$6.95K 1.5% 33
2020
Q3 		$1.53M Sell
70,050
-27,900
-28% -$615K 1.54% 28
2020
Q2 		$2.09M Buy
97,950
+54,150
+124% +$1.14M 3.31% 5
2020
Q1 		$873K Buy
43,800
+11,300
+35% +$258K 1.86% 23
2019
Q4 		$791K Buy
+32,500
New +$767K 1.25% 30

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Place Financial Advisors's EWH Position: Q1 2022 in Review

Summit Place Financial Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2022, closing a stake of 67,178 shares — an estimated $1.56M sold.

Summit Place Financial Advisors first reported a position in EWH in Q4 2019 and held it in 9 quarters. The position peaked at $2.09M in Q2 2020. 133 funds tracked by Wall St. Rank hold EWH as of Q1 2022.

  • Summit Place Financial Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Place Financial Advisors sold 67,178 iShares MSCI Hong Kong ETF shares in Q1 2022, an estimated $1.56M.
  • Summit Place Financial Advisors first reported a position in iShares MSCI Hong Kong ETF in Q4 2019 and held it in 9 quarters.
  • Summit Place Financial Advisors's iShares MSCI Hong Kong ETF position peaked at $2.09M in Q2 2020.
  • 133 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2022.

Based on Summit Place Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.