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Tyler-Stone Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-434
Closed -$6.64K – 500
2024
Q2 		$6.64K Hold
434
– – ﹤0.01% 709
2024
Q1 		$6.75K Hold
434
– – ﹤0.01% 710
2023
Q4 		$7.54K Hold
434
– – ﹤0.01% 675
2023
Q3 		$7K Hold
434
– – ﹤0.01% 664
2023
Q2 		$8K Buy
+434
New +$8.72K ﹤0.01% 642
2022
Q4 		$9K Hold
434
– – 0.01% 570
2022
Q3 		$8K Hold
434
– – 0.01% 575
2022
Q2 		$10K Hold
434
– – 0.01% 547
2022
Q1 		$10K Hold
434
– – 0.01% 573
2021
Q4 		$10K Buy
+434
New +$10.4K 0.01% 610

Other funds holding EWH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Tyler-Stone Wealth Management's EWH Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2024, closing a stake of 434 shares — an estimated $6.64K sold.

Tyler-Stone Wealth Management first reported a position in EWH in Q4 2021 and held it in 10 quarters. The position peaked at $10K in Q2 2022. 93 funds tracked by Wall St. Rank hold EWH as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 434 iShares MSCI Hong Kong ETF shares in Q3 2024, an estimated $6.64K.
  • Tyler-Stone Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares MSCI Hong Kong ETF position peaked at $10K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.