Brandywine Oak Private Wealth’s iShares MSCI China ETF MCHI Stock Holding History

Brandywine Oak Private Wealth’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	-4,193	Closed	-$283K	–	355
2021 Q3	$283K	Sell	4,193 -237	-5%	-$17K	0.03%	269
2021 Q2	$365K	Buy	4,430 +111	+3%	+$9.04K	0.04%	222
2021 Q1	$352K	Sell	4,319 -308	-7%	-$27K	0.05%	179
2020 Q4	$374K	Buy	4,627 +28	+0.6%	+$2.22K	0.06%	169
2020 Q3	$341K	Hold	4,599	–	–	0.06%	174
2020 Q2	$301K	Sell	4,599 -150	-3%	-$9.21K	0.05%	175
2020 Q1	$271K	Hold	4,749	–	–	0.06%	176
2019 Q4	$304K	Hold	4,749	–	–	0.06%	179
2019 Q3	$266K	Buy	+4,749	New	+$273K	0.05%	186
2019 Q1	–	Sell	-261	Closed	-$13K	–	454
2018 Q4	$13K	Buy	+261	New	+$14.3K	﹤0.01%	485

Other funds holding MCHI

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

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

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

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

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

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

Brandywine Oak Private Wealth's MCHI Position: Q4 2021 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI China ETF (MCHI) in Q4 2021, closing a stake of 4,193 shares — an estimated $283K sold.

Brandywine Oak Private Wealth first reported a position in MCHI in Q4 2018 and held it in 10 quarters. The position peaked at $374K in Q4 2020. 241 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

Brandywine Oak Private Wealth reported no remaining iShares MSCI China ETF position as of Q4 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,193 iShares MSCI China ETF shares in Q4 2021, an estimated $283K.
Brandywine Oak Private Wealth first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 10 quarters.
Brandywine Oak Private Wealth's iShares MSCI China ETF position peaked at $374K in Q4 2020.
241 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.