BerganKDV Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

BerganKDV Wealth 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
2020 Q2	–	Sell	-50	Closed	-$3K	–	1037
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	673
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	711
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	608
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	640
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	639
2018 Q4	$3K	Buy	50 +49	+4,900%	+$2.69K	﹤0.01%	595
2018 Q3	$0	Hold	1	–	–	﹤0.01%	644
2018 Q2	$0	Buy	+1	New	+$68	﹤0.01%	650

Other funds holding MCHI

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

RBA

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's MCHI Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q2 2020, closing a stake of 50 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in MCHI in Q2 2018 and held it in 8 quarters. The position peaked at $3K in Q1 2020. 180 funds tracked by Wall St. Rank hold MCHI as of Q2 2020.

BerganKDV Wealth Management reported no remaining iShares MSCI China ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 50 iShares MSCI China ETF shares in Q2 2020, an estimated $3K.
BerganKDV Wealth Management first reported a position in iShares MSCI China ETF in Q2 2018 and held it in 8 quarters.
BerganKDV Wealth Management's iShares MSCI China ETF position peaked at $3K in Q1 2020.
180 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.