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

Executive 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 Q3	–	Sell	-112,094	Closed	-$6.25M	–	182
2022 Q2	$6.25M	Buy	+112,094	New	+$5.75M	0.84%	37
2020 Q2	–	Sell	-34,164	Closed	-$1.96M	–	136
2020 Q1	$1.96M	Buy	+34,164	New	+$2.11M	0.35%	52

Other funds holding MCHI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RBA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Executive Wealth Management's MCHI Position: Q3 2022 in Review

Executive Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q3 2022, closing a stake of 112,094 shares — an estimated $6.25M sold.

Executive Wealth Management first reported a position in MCHI in Q1 2020 and held it in 2 quarters. The position peaked at $6.25M in Q2 2022. 232 funds tracked by Wall St. Rank hold MCHI as of Q3 2022.

Executive Wealth Management reported no remaining iShares MSCI China ETF position as of Q3 2022 after selling out during the quarter.
Executive Wealth Management sold 112,094 iShares MSCI China ETF shares in Q3 2022, an estimated $6.25M.
Executive Wealth Management first reported a position in iShares MSCI China ETF in Q1 2020 and held it in 2 quarters.
Executive Wealth Management's iShares MSCI China ETF position peaked at $6.25M in Q2 2022.
232 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2022.

Based on Executive Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.