Whittier Trust’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Whittier Trust’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
2025 Q1	–	Sell	-100	Closed	-$1.67K	–	1514
2024 Q4	$1.67K	Sell	100 -160	-62%	-$2.84K	﹤0.01%	1464
2024 Q3	$4.85K	Buy	260 +160	+160%	+$2.54K	﹤0.01%	1378
2024 Q2	$1.53K	Hold	100	–	–	﹤0.01%	1445
2024 Q1	$1.55K	Buy	+100	New	+$1.62K	﹤0.01%	1434
2023 Q4	–	Sell	-5,000	Closed	-$85.7K	–	1556
2023 Q3	$85.7K	Hold	5,000	–	–	﹤0.01%	800
2023 Q2	$96.6K	Hold	5,000	–	–	﹤0.01%	788
2023 Q1	$103K	Hold	5,000	–	–	﹤0.01%	801
2022 Q4	$105K	Hold	5,000	–	–	﹤0.01%	801
2022 Q3	$91K	Hold	5,000	–	–	﹤0.01%	815
2022 Q2	$111K	Hold	5,000	–	–	﹤0.01%	764
2022 Q1	$113K	Sell	5,000 -1,000	-17%	-$23.3K	﹤0.01%	797
2021 Q4	$139K	Hold	6,000	–	–	﹤0.01%	754
2021 Q3	$144K	Hold	6,000	–	–	﹤0.01%	702
2021 Q2	$160K	Hold	6,000	–	–	﹤0.01%	698
2021 Q1	$159K	Buy	6,000 +1,000	+20%	+$26.3K	﹤0.01%	682
2020 Q4	$123K	Hold	5,000	–	–	﹤0.01%	671
2020 Q3	$110K	Hold	5,000	–	–	﹤0.01%	685
2020 Q2	$107K	Hold	5,000	–	–	﹤0.01%	662
2020 Q1	$100K	Hold	5,000	–	–	﹤0.01%	661
2019 Q4	$122K	Hold	5,000	–	–	﹤0.01%	654
2019 Q3	$114K	Hold	5,000	–	–	﹤0.01%	658
2019 Q2	$129K	Hold	5,000	–	–	﹤0.01%	608
2019 Q1	$131K	Buy	+5,000	New	+$124K	﹤0.01%	604
2018 Q4	–	Sell	-1,000	Closed	-$24K	–	1347
2018 Q3	$24K	Buy	+1,000	New	+$24.1K	﹤0.01%	914

Other funds holding EWH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Whittier Trust's EWH Position: Q1 2025 in Review

Whittier Trust sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2025, closing a stake of 100 shares — an estimated $1.67K sold.

Whittier Trust first reported a position in EWH in Q3 2018 and held it in 24 quarters. The position peaked at $160K in Q2 2021. 107 funds tracked by Wall St. Rank hold EWH as of Q1 2025.

Whittier Trust reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 100 iShares MSCI Hong Kong ETF shares in Q1 2025, an estimated $1.67K.
Whittier Trust first reported a position in iShares MSCI Hong Kong ETF in Q3 2018 and held it in 24 quarters.
Whittier Trust's iShares MSCI Hong Kong ETF position peaked at $160K in Q2 2021.
107 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.