Ferris Capital’s iShares MSCI China ETF MCHI Stock Holding History

Ferris Capital’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 Q1	$244K	Hold	4,611	–	–	0.06%	178
2021 Q4	$289K	Hold	4,611	–	–	0.06%	171
2021 Q3	$326K	Buy	+4,611	New	+$332K	0.07%	165
2021 Q2	–	Sell	-4,611	Closed	-$377K	–	134
2021 Q1	$377K	Hold	4,611	–	–	0.09%	148
2020 Q4	$373K	Hold	4,611	–	–	0.1%	139
2020 Q3	$342K	Hold	4,611	–	–	0.11%	131
2020 Q2	$302K	Hold	4,611	–	–	0.11%	134
2020 Q1	$264K	Hold	4,611	–	–	0.12%	127
2019 Q4	$296K	Buy	+4,611	New	+$276K	0.1%	135

Other funds holding MCHI

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Ferris Capital's MCHI Position: Q1 2022 in Review

Ferris Capital held its iShares MSCI China ETF (MCHI) position steady in Q1 2022 at 4,611 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #178.

Ferris Capital first reported a position in MCHI in Q4 2019 and has held it in 9 quarters since. The position peaked at $377K in Q1 2021. 239 funds tracked by Wall St. Rank hold MCHI as of Q1 2022.

Ferris Capital held 4,611 shares of iShares MSCI China ETF worth $244K as of Q1 2022.
Ferris Capital left its iShares MSCI China ETF share count unchanged in Q1 2022.
iShares MSCI China ETF made up 0.06% of Ferris Capital's portfolio in Q1 2022, its #178 holding.
Ferris Capital first reported a position in iShares MSCI China ETF in Q4 2019 and has held it in 9 quarters since.
Ferris Capital's iShares MSCI China ETF position peaked at $377K in Q1 2021.
239 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.