ACG Wealth’s iShares MSCI China ETF MCHI Stock Holding History

ACG Wealth’s Portfolio MCHI Stock Details MCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-983	Closed	-$55K	–	697
2022 Q2	$55K	Buy	+983	New	+$50.5K	0.01%	423

Other funds holding MCHI

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

ACG Wealth's MCHI Position: Q3 2022 in Review

ACG Wealth sold out of iShares MSCI China ETF (MCHI) in Q3 2022, closing a stake of 983 shares — an estimated $55K sold.

ACG Wealth first reported a position in MCHI in Q2 2022 and held it in 1 quarter. The position peaked at $55K in Q2 2022. 232 funds tracked by Wall St. Rank hold MCHI as of Q3 2022.

ACG Wealth reported no remaining iShares MSCI China ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 983 iShares MSCI China ETF shares in Q3 2022, an estimated $55K.
ACG Wealth first reported a position in iShares MSCI China ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares MSCI China ETF position peaked at $55K in Q2 2022.
232 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.