H&H Retirement Design & Management’s iShares MSCI China A ETF CNYA Stock Holding History

H&H Retirement Design & Management’s Portfolio CNYA Stock Details CNYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,562	Closed	-$427K	–	59
2022 Q4	$427K	Sell	12,562 -429	-3%	-$13.2K	0.36%	49
2022 Q3	$396K	Sell	12,991 -5,229	-29%	-$181K	0.37%	47
2022 Q2	$639K	Sell	18,220 -2,333	-11%	-$81.2K	0.47%	37
2022 Q1	$758K	Buy	20,553 +3,896	+23%	+$155K	0.52%	34
2021 Q4	$673K	Buy	+16,657	New	+$722K	0.43%	43

Other funds holding CNYA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

H&H Retirement Design & Management's CNYA Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares MSCI China A ETF (CNYA) in Q1 2023, closing a stake of 12,562 shares — an estimated $427K sold.

H&H Retirement Design & Management first reported a position in CNYA in Q4 2021 and held it in 5 quarters. The position peaked at $758K in Q1 2022. 60 funds tracked by Wall St. Rank hold CNYA as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares MSCI China A ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 12,562 iShares MSCI China A ETF shares in Q1 2023, an estimated $427K.
H&H Retirement Design & Management first reported a position in iShares MSCI China A ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's iShares MSCI China A ETF position peaked at $758K in Q1 2022.
60 funds tracked by Wall St. Rank held iShares MSCI China A ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.