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Summit Securities Group’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Summit Securities 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
2023
Q3 		– Sell
-10,000
Closed -$193K – 716
2023
Q2 		$193K Sell
10,000
-15,000
-60% -$301K 0.03% 219
2023
Q1 		$514K Sell
25,000
-46,200
-65% -$982K 0.04% 138
2022
Q4 		$1.5M Buy
71,200
+31,200
+78% +$597K 0.06% 142
2022
Q3 		$730K Buy
+40,000
New +$827K 0.05% 196

Other funds holding EWH

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Summit Securities Group's EWH Position: Q1 2024 in Review

Summit Securities Group sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2024, closing a stake of 800 shares — an estimated $14K sold.

Summit Securities Group first reported a position in EWH in Q2 2014 and held it in 4 quarters. The position peaked at $59K in Q4 2022. 106 funds tracked by Wall St. Rank hold EWH as of Q1 2024.

  • Summit Securities Group reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 800 iShares MSCI Hong Kong ETF shares in Q1 2024, an estimated $14K.
  • Summit Securities Group first reported a position in iShares MSCI Hong Kong ETF in Q2 2014 and held it in 4 quarters.
  • Summit Securities Group's iShares MSCI Hong Kong ETF position peaked at $59K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.