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

Towerpoint Wealth’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
2024 Q1	–	Sell	-16,313	Closed	-$283K	–	85
2023 Q4	$283K	Sell	16,313 -12,517	-43%	-$214K	0.15%	63
2023 Q3	$494K	Hold	28,830	–	–	0.29%	48
2023 Q2	$557K	Buy	28,830 +371	+1%	+$7.45K	0.31%	47
2023 Q1	$585K	Hold	28,459	–	–	0.33%	47
2022 Q4	$598K	Buy	28,459 +311	+1%	+$5.95K	0.35%	47
2022 Q3	$513K	Hold	28,148	–	–	0.31%	48
2022 Q2	$625K	Buy	28,148 +361	+1%	+$7.83K	0.37%	47
2022 Q1	$627K	Buy	27,787 +8	+0%	+$186	0.31%	46
2021 Q4	$644K	Buy	27,779 +251	+0.9%	+$6.02K	0.3%	44
2021 Q3	$660K	Hold	27,528	–	–	0.33%	39
2021 Q2	$736K	Buy	27,528 +318	+1%	+$8.64K	0.37%	39
2021 Q1	$723K	Hold	27,210	–	–	0.35%	39
2020 Q4	$670K	Buy	27,210 +210	+0.8%	+$4.9K	0.34%	35
2020 Q3	$592K	Sell	27,000 -1,570	-5%	-$34.6K	0.33%	33
2020 Q2	$611K	Buy	28,570 +270	+1%	+$5.7K	0.38%	32
2020 Q1	$564K	Buy	+28,300	New	+$646K	0.45%	29

Other funds holding EWH

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 New York $777B AUM 61.18% 1-Year Est. Return

Towerpoint Wealth's EWH Position: Q1 2024 in Review

Towerpoint Wealth sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2024, closing a stake of 16,313 shares — an estimated $283K sold.

Towerpoint Wealth first reported a position in EWH in Q1 2020 and held it in 16 quarters. The position peaked at $736K in Q2 2021. 106 funds tracked by Wall St. Rank hold EWH as of Q1 2024.

Towerpoint Wealth reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2024 after selling out during the quarter.
Towerpoint Wealth sold 16,313 iShares MSCI Hong Kong ETF shares in Q1 2024, an estimated $283K.
Towerpoint Wealth first reported a position in iShares MSCI Hong Kong ETF in Q1 2020 and held it in 16 quarters.
Towerpoint Wealth's iShares MSCI Hong Kong ETF position peaked at $736K in Q2 2021.
106 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2024.

Based on Towerpoint Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.