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Wealthfront’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Wealthfront’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
2015
Q1 		– Sell
-700
Closed -$14K – 1213
2014
Q4 		$14K Buy
+700
New +$14.7K ﹤0.01% 558

Other funds holding EWH

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's EWH Position: Q1 2015 in Review

Wealthfront sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2015, closing a stake of 700 shares — an estimated $14K sold.

Wealthfront first reported a position in EWH in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 149 funds tracked by Wall St. Rank hold EWH as of Q1 2015.

  • Wealthfront reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2015 after selling out during the quarter.
  • Wealthfront sold 700 iShares MSCI Hong Kong ETF shares in Q1 2015, an estimated $14K.
  • Wealthfront first reported a position in iShares MSCI Hong Kong ETF in Q4 2014 and held it in 1 quarter.
  • Wealthfront's iShares MSCI Hong Kong ETF position peaked at $14K in Q4 2014.
  • 149 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2015.

Based on Wealthfront's 13F filing for Q1 2015, filed 14 May 2015.