Belpointe Asset Management’s iShares MSCI China ETF MCHI Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-105	Closed	-$5.25K	–	2195
2023 Q1	$5.25K	Hold	105	–	–	﹤0.01%	2998
2022 Q4	$5K	Buy	+105	New	+$4.55K	﹤0.01%	2930
2021 Q1	–	Sell	-5,899	Closed	-$478K	–	1039
2020 Q4	$478K	Buy	5,899 +3,726	+171%	+$295K	0.04%	419
2020 Q3	$161K	Buy	2,173 +199	+10%	+$14.6K	0.02%	617
2020 Q2	$129K	Buy	+1,974	New	+$121K	0.02%	651

Other funds holding MCHI

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Belpointe Asset Management's MCHI Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 105 shares — an estimated $5.25K sold.

Belpointe Asset Management first reported a position in MCHI in Q2 2020 and held it in 5 quarters. The position peaked at $478K in Q4 2020. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 105 iShares MSCI China ETF shares in Q2 2023, an estimated $5.25K.
Belpointe Asset Management first reported a position in iShares MSCI China ETF in Q2 2020 and held it in 5 quarters.
Belpointe Asset Management's iShares MSCI China ETF position peaked at $478K in Q4 2020.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.