Traphagen Investment Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Traphagen Investment 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	-8,770	Closed	-$203K	–	138
2021 Q4	$203K	Buy	8,770 +5	+0.1%	+$120	0.03%	139
2021 Q3	$210K	Hold	8,765	–	–	0.04%	128
2021 Q2	$234K	Buy	8,765 +6	+0.1%	+$163	0.04%	125
2021 Q1	$233K	Hold	8,759	–	–	0.04%	123
2020 Q4	$216K	Buy	+8,759	New	+$204K	0.04%	125
2020 Q3	–	Sell	-9,434	Closed	-$202K	–	138
2020 Q2	$202K	Buy	+9,434	New	+$199K	0.05%	121
2020 Q1	–	Sell	-9,400	Closed	-$229K	–	122
2019 Q4	$229K	Hold	9,400	–	–	0.05%	106
2019 Q3	$213K	Hold	9,400	–	–	0.06%	106
2019 Q2	$243K	Hold	9,400	–	–	0.06%	97
2019 Q1	$246K	Buy	+9,400	New	+$234K	0.07%	93

Other funds holding EWH

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Traphagen Investment Advisors's EWH Position: Q1 2022 in Review

Traphagen Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2022, closing a stake of 8,770 shares — an estimated $203K sold.

Traphagen Investment Advisors first reported a position in EWH in Q1 2019 and held it in 10 quarters. The position peaked at $246K in Q1 2019. 133 funds tracked by Wall St. Rank hold EWH as of Q1 2022.

Traphagen Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2022 after selling out during the quarter.
Traphagen Investment Advisors sold 8,770 iShares MSCI Hong Kong ETF shares in Q1 2022, an estimated $203K.
Traphagen Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q1 2019 and held it in 10 quarters.
Traphagen Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $246K in Q1 2019.
133 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2022.

Based on Traphagen Investment Advisors's 13F filing for Q1 2022, filed 17 Jun 2024.