ULWM
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Upper Left Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Upper Left 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
2026
Q2 		$345K Sell
16,495
-403
-2% -$9.27K 0.19% 59
2026
Q1 		$390K Buy
16,898
+1,002
+6% +$23.1K 0.23% 56
2025
Q4 		$338K Buy
15,896
+211
+1% +$4.59K 0.21% 56
2025
Q3 		$338K Buy
15,685
+1,619
+12% +$34K 0.21% 55
2025
Q2 		$279K Buy
14,066
+350
+3% +$6.39K 0.19% 57
2025
Q1 		$240K Buy
+13,716
New +$234K 0.17% 58
2024
Q3 		– Sell
-14,751
Closed -$226K – 62
2024
Q2 		$226K Buy
+14,751
New +$239K 0.2% 60

Other funds holding EWH

VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Upper Left Wealth Management's EWH Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares MSCI Hong Kong ETF (EWH) stake by 2.4% in Q2 2026, selling an estimated $9.27K and leaving 16,495 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #59.

Upper Left Wealth Management first reported a position in EWH in Q2 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2026. 9 funds tracked by Wall St. Rank hold EWH as of Q2 2026.

  • Upper Left Wealth Management held 16,495 shares of iShares MSCI Hong Kong ETF worth $345K as of Q2 2026.
  • Upper Left Wealth Management sold 403 iShares MSCI Hong Kong ETF shares in Q2 2026, an estimated $9.27K.
  • iShares MSCI Hong Kong ETF made up 0.19% of Upper Left Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Upper Left Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q2 2024 and has held it in 7 quarters since.
  • Upper Left Wealth Management's iShares MSCI Hong Kong ETF position peaked at $390K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.