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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $666B AUM 30.12% 1-Year Est. Return