AJ Wealth Strategies’s iShares MSCI China ETF MCHI Stock Holding History

AJ Wealth Strategies’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 Q4	–	Sell	-9,260	Closed	-$394K	–	317
2022 Q3	$394K	Hold	9,260	–	–	0.02%	204
2022 Q2	$517K	Hold	9,260	–	–	0.03%	182
2022 Q1	$490K	Sell	9,260 -28,449	-75%	-$1.67M	0.02%	200
2021 Q4	$2.37M	Buy	+37,709	New	+$2.53M	0.11%	78
2019 Q2	–	Sell	-7,068	Closed	-$441K	–	111
2019 Q1	$441K	Sell	7,068 -8,878	-56%	-$524K	0.07%	70
2018 Q4	$839K	Buy	+15,946	New	+$876K	0.16%	49

Other funds holding MCHI

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

RBA

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

AJ Wealth Strategies's MCHI Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 9,260 shares — an estimated $394K sold.

AJ Wealth Strategies first reported a position in MCHI in Q4 2018 and held it in 6 quarters. The position peaked at $2.37M in Q4 2021. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

AJ Wealth Strategies reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 9,260 iShares MSCI China ETF shares in Q4 2022, an estimated $394K.
AJ Wealth Strategies first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 6 quarters.
AJ Wealth Strategies's iShares MSCI China ETF position peaked at $2.37M in Q4 2021.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.