Wealth Enhancement Advisory Services
EWH icon

Wealth Enhancement Advisory Services’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-15,856
Closed -$353K – 3683
2025
Q4 		$353K Sell
15,856
-28
-0.2% -$610 ﹤0.01% 2781
2025
Q3 		$340K Sell
15,884
-53
-0.3% -$1.11K ﹤0.01% 2672
2025
Q2 		$321K Buy
15,937
+49
+0.3% +$895 ﹤0.01% 2584
2025
Q1 		$278K Sell
15,888
-750
-5% -$12.8K ﹤0.01% 2513
2024
Q4 		$277K Buy
16,638
+450
+3% +$7.98K ﹤0.01% 2442
2024
Q3 		$302K Buy
+16,188
New +$257K ﹤0.01% 2175
2024
Q1 		– Sell
-10,049
Closed -$175K – 2507
2023
Q4 		$175K Buy
+10,049
New +$172K ﹤0.01% 2111

Other funds holding EWH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return