A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Msci Hong Kong ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 46,936 shares of EWH stock, worth $977,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
46,936
Previous 43,949 6.8%
Holding current value
$977,207
Previous $769,000 21.2%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$15.2 - $20.06 $45,402 - $59,919
2,987 Added 6.8%
46,936 $932,000
Q1 2025

May 09, 2025

BUY
$15.8 - $18.39 $40,400 - $47,023
2,557 Added 6.18%
43,949 $769,000
Q4 2024

Feb 06, 2025

BUY
$16.41 - $20.35 $679,242 - $842,327
41,392 New
41,392 $689,000

Others Institutions Holding EWH

About ISHARES MSCI HONG KONG ETF


  • Ticker EWH
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EWH
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.