Fortis Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Fortis Advisors’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 Q3	–	Sell	-3,135	Closed	-$258K	–	265
2021 Q2	$258K	Buy	3,135 +6	+0.2%	+$489	0.15%	87
2021 Q1	$256K	Hold	3,129	–	–	0.18%	72
2020 Q4	$253K	Buy	3,129 +24	+0.8%	+$1.9K	0.22%	53
2020 Q3	$230K	Buy	+3,105	New	+$227K	0.21%	49

Other funds holding MCHI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Fortis Advisors's MCHI Position: Q3 2021 in Review

Fortis Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2021, closing a stake of 3,135 shares — an estimated $258K sold.

Fortis Advisors first reported a position in MCHI in Q3 2020 and held it in 4 quarters. The position peaked at $258K in Q2 2021. 217 funds tracked by Wall St. Rank hold MCHI as of Q3 2021.

Fortis Advisors reported no remaining iShares MSCI China ETF position as of Q3 2021 after selling out during the quarter.
Fortis Advisors sold 3,135 iShares MSCI China ETF shares in Q3 2021, an estimated $258K.
Fortis Advisors first reported a position in iShares MSCI China ETF in Q3 2020 and held it in 4 quarters.
Fortis Advisors's iShares MSCI China ETF position peaked at $258K in Q2 2021.
217 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2021.

Based on Fortis Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.