Family Management’s iShares MSCI China ETF MCHI Stock Holding History

Family 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
2021 Q4	–	Sell	-1,368	Closed	-$92K	–	189
2021 Q3	$92K	Sell	1,368 -350	-20%	-$25.2K	0.03%	164
2021 Q2	$142K	Hold	1,718	–	–	0.04%	179
2021 Q1	$140K	Hold	1,718	–	–	0.04%	149
2020 Q4	$139K	Buy	+1,718	New	+$136K	0.05%	158
2020 Q3	–	Sell	-1,718	Closed	-$112K	–	149
2020 Q2	$112K	Sell	1,718 -1,500	-47%	-$92.1K	0.05%	145
2020 Q1	$184K	Buy	+3,218	New	+$199K	0.09%	122

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

Family Management's MCHI Position: Q4 2021 in Review

Family Management sold out of iShares MSCI China ETF (MCHI) in Q4 2021, closing a stake of 1,368 shares — an estimated $92K sold.

Family Management first reported a position in MCHI in Q1 2020 and held it in 6 quarters. The position peaked at $184K in Q1 2020. 241 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

Family Management reported no remaining iShares MSCI China ETF position as of Q4 2021 after selling out during the quarter.
Family Management sold 1,368 iShares MSCI China ETF shares in Q4 2021, an estimated $92K.
Family Management first reported a position in iShares MSCI China ETF in Q1 2020 and held it in 6 quarters.
Family Management's iShares MSCI China ETF position peaked at $184K in Q1 2020.
241 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Family Management's 13F filing for Q4 2021, filed 14 Feb 2022.