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Asset Dedication LLC’s iShares MSCI China ETF MCHI Stock Holding History

Asset Dedication LLC’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
2021
Q4 		– Sell
-28
Closed -$2K – 996
2021
Q3 		$2K Buy
+28
New +$2.01K ﹤0.01% 917

Other funds holding MCHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Dedication LLC's MCHI Position: Q4 2021 in Review

Asset Dedication LLC sold out of iShares MSCI China ETF (MCHI) in Q4 2021, closing a stake of 28 shares — an estimated $2K sold.

Asset Dedication LLC first reported a position in MCHI in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 241 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

  • Asset Dedication LLC reported no remaining iShares MSCI China ETF position as of Q4 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 28 iShares MSCI China ETF shares in Q4 2021, an estimated $2K.
  • Asset Dedication LLC first reported a position in iShares MSCI China ETF in Q3 2021 and held it in 1 quarter.
  • Asset Dedication LLC's iShares MSCI China ETF position peaked at $2K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Asset Dedication LLC's 13F filing for Q4 2021, filed 21 Jan 2022.