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Castle Wealth Management’s iShares MSCI China A ETF CNYA Stock Holding History

Castle Wealth Management’s Portfolio CNYA Stock Details CNYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-852
Closed -$26K – 202
2022
Q3 		$26K Hold
852
– – 0.02% 293
2022
Q2 		$32K Buy
+852
New +$29.6K 0.02% 265

Other funds holding CNYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Castle Wealth Management's CNYA Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares MSCI China A ETF (CNYA) in Q4 2022, closing a stake of 852 shares — an estimated $26K sold.

Castle Wealth Management first reported a position in CNYA in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q2 2022. 59 funds tracked by Wall St. Rank hold CNYA as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares MSCI China A ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 852 iShares MSCI China A ETF shares in Q4 2022, an estimated $26K.
  • Castle Wealth Management first reported a position in iShares MSCI China A ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares MSCI China A ETF position peaked at $32K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held iShares MSCI China A ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.