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J. Safra Asset Management’s iShares MSCI China ETF MCHI Stock Holding History

J. Safra Asset 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
2023
Q2 		– Sell
-144,681
Closed -$7.22M – 99
2023
Q1 		$7.22M Buy
+144,681
New +$7.36M 1.14% 13
2021
Q3 		– Sell
-2,805
Closed -$245K – 33
2021
Q2 		$245K Sell
2,805
-766
-21% -$62.4K 0.12% 24
2021
Q1 		$292K Buy
3,571
+1,704
+91% +$149K 0.14% 24
2020
Q4 		$151K Buy
+1,867
New +$148K 0.08% 23

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CI Investments Inc
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JP Morgan Chase
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Citigroup
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return