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

Castle 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
2022 Q4	–	Sell	-295	Closed	-$13K	–	401
2022 Q3	$13K	Hold	295	–	–	0.01%	381
2022 Q2	$16K	Buy	+295	New	+$15.1K	0.01%	344

Other funds holding MCHI

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

RBA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

Castle Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 295 shares — an estimated $13K sold.

Castle Wealth Management first reported a position in MCHI in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q2 2022. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

Castle Wealth Management reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 295 iShares MSCI China ETF shares in Q4 2022, an estimated $13K.
Castle Wealth Management first reported a position in iShares MSCI China ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's iShares MSCI China ETF position peaked at $16K in Q2 2022.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

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