Alpha Cubed Investments’s iShares MSCI China ETF MCHI Stock Holding History

Alpha Cubed Investments’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 Q1	–	Sell	-4,400	Closed	-$276K	–	344
2021 Q4	$276K	Sell	4,400 -600	-12%	-$40.3K	0.02%	230
2021 Q3	$338K	Sell	5,000 -4,150	-45%	-$299K	0.03%	200
2021 Q2	$754K	Hold	9,150	–	–	0.05%	136
2021 Q1	$748K	Hold	9,150	–	–	0.06%	129
2020 Q4	$741K	Hold	9,150	–	–	0.06%	122
2020 Q3	$679K	Hold	9,150	–	–	0.06%	116
2020 Q2	$599K	Hold	9,150	–	–	0.07%	108
2020 Q1	$524K	Hold	9,150	–	–	0.06%	116
2019 Q4	$586K	Hold	9,150	–	–	0.06%	130
2019 Q3	$513K	Hold	9,150	–	–	0.06%	132
2019 Q2	$544K	Hold	9,150	–	–	0.06%	129
2019 Q1	$571K	Hold	9,150	–	–	0.07%	117
2018 Q4	$481K	Hold	9,150	–	–	0.07%	115
2018 Q3	$490K	Buy	9,150 +1,300	+17%	+$79.9K	0.06%	165
2018 Q2	$507K	Hold	7,850	–	–	0.07%	126
2018 Q1	$538K	Hold	7,850	–	–	0.07%	123
2017 Q4	$522K	Buy	7,850 +750	+11%	+$49.6K	0.07%	132
2017 Q3	$448K	Hold	7,100	–	–	0.07%	138
2017 Q2	$388K	Hold	7,100	–	–	0.07%	136
2017 Q1	$355K	Hold	7,100	–	–	0.07%	138
2016 Q4	$310K	Hold	7,100	–	–	0.07%	148
2016 Q3	$344K	Hold	7,100	–	–	0.09%	127
2016 Q2	$301K	Hold	7,100	–	–	0.1%	112
2016 Q1	$302K	Hold	7,100	–	–	0.09%	120
2015 Q4	$317K	Hold	7,100	–	–	0.08%	137
2015 Q3	$336K	Hold	7,100	–	–	0.09%	140
2015 Q2	$398K	Hold	7,100	–	–	0.11%	129
2015 Q1	$387K	Buy	+7,100	New	+$368K	0.12%	128

Other funds holding MCHI

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alpha Cubed Investments's MCHI Position: Q1 2022 in Review

Alpha Cubed Investments sold out of iShares MSCI China ETF (MCHI) in Q1 2022, closing a stake of 4,400 shares — an estimated $276K sold.

Alpha Cubed Investments first reported a position in MCHI in Q1 2015 and held it in 28 quarters. The position peaked at $754K in Q2 2021. 238 funds tracked by Wall St. Rank hold MCHI as of Q1 2022.

Alpha Cubed Investments reported no remaining iShares MSCI China ETF position as of Q1 2022 after selling out during the quarter.
Alpha Cubed Investments sold 4,400 iShares MSCI China ETF shares in Q1 2022, an estimated $276K.
Alpha Cubed Investments first reported a position in iShares MSCI China ETF in Q1 2015 and held it in 28 quarters.
Alpha Cubed Investments's iShares MSCI China ETF position peaked at $754K in Q2 2021.
238 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2022.

Based on Alpha Cubed Investments's 13F filing for Q1 2022, filed 22 Apr 2022.