Gerber Kawasaki Wealth & Investment Management’s iShares MSCI China ETF MCHI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2020 Q1	–	Sell	-3,690	Closed	-$236K	–	143
2019 Q4	$236K	Buy	+3,690	New	+$221K	0.06%	112
2019 Q3	–	Sell	-3,845	Closed	-$228K	–	139
2019 Q2	$228K	Sell	3,845 -3,180	-45%	-$191K	0.07%	107
2019 Q1	$438K	Buy	7,025 +805	+13%	+$47.5K	0.13%	75
2018 Q4	$327K	Sell	6,220 -6,960	-53%	-$382K	0.11%	76
2018 Q3	$789K	Sell	13,180 -29,684	-69%	-$1.82M	0.21%	56
2018 Q2	$2.73M	Buy	42,864 +3,075	+8%	+$210K	0.82%	32
2018 Q1	$2.73M	Buy	39,789 +12,913	+48%	+$917K	0.88%	33
2017 Q4	$1.79M	Buy	26,876 +8,591	+47%	+$568K	0.62%	38
2017 Q3	$1.2M	Buy	18,285 +1,823	+11%	+$110K	0.44%	50
2017 Q2	$899K	Buy	+16,462	New	+$867K	0.34%	60

Other funds holding MCHI

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

RBA

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MCHI Position: Q1 2020 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI China ETF (MCHI) in Q1 2020, closing a stake of 3,690 shares — an estimated $236K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MCHI in Q2 2017 and held it in 10 quarters. The position peaked at $2.73M in Q2 2018. 187 funds tracked by Wall St. Rank hold MCHI as of Q1 2020.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI China ETF position as of Q1 2020 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,690 iShares MSCI China ETF shares in Q1 2020, an estimated $236K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI China ETF in Q2 2017 and held it in 10 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares MSCI China ETF position peaked at $2.73M in Q2 2018.
187 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2020.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2020, filed 5 May 2020.