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Wealthspire Advisors (Maryland)’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q2 		– Sell
-30
Closed -$1K – 2213
2017
Q1 		$1K Buy
+30
New +$641 ﹤0.01% 1791

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWH Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Hong Kong ETF (EWH) in Q2 2017, closing a stake of 30 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EWH in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 133 funds tracked by Wall St. Rank hold EWH as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Hong Kong ETF position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 iShares MSCI Hong Kong ETF shares in Q2 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Hong Kong ETF in Q1 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Hong Kong ETF position peaked at $1K in Q1 2017.
  • 133 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.