Karpus Investment Management’s iShares MSCI China ETF MCHI Stock Holding History

Karpus 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
2022 Q4	–	Sell	-64,340	Closed	-$2.74M	–	455
2022 Q3	$2.74M	Sell	64,340 -58,750	-48%	-$2.9M	0.1%	212
2022 Q2	$6.87M	Buy	123,090 +91,355	+288%	+$4.69M	0.23%	99
2022 Q1	$1.68M	Buy	31,735 +28,445	+865%	+$1.67M	0.05%	250
2021 Q4	$207K	Hold	3,290	–	–	0.01%	352
2021 Q3	$222K	Hold	3,290	–	–	0.01%	281
2021 Q2	$271K	Sell	3,290 -24,860	-88%	-$2.02M	0.01%	268
2021 Q1	$2.3M	Buy	28,150 +460	+2%	+$40.3K	0.07%	168
2020 Q4	$2.24M	Buy	+27,690	New	+$2.19M	0.07%	148
2020 Q1	–	Sell	-61,710	Closed	-$3.96M	–	237
2019 Q4	$3.96M	Sell	61,710 -730	-1%	-$43.7K	0.13%	105
2019 Q3	$3.5M	Sell	62,440 -880	-1%	-$50.7K	0.13%	113
2019 Q2	$3.76M	Sell	63,320 -440	-0.7%	-$26.4K	0.14%	105
2019 Q1	$4.05M	Sell	63,760 -2,090	-3%	-$123K	0.15%	106
2018 Q4	$3.46M	Buy	+65,850	New	+$3.62M	0.14%	110

Other funds holding MCHI

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

RBA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Karpus Investment Management's MCHI Position: Q4 2022 in Review

Karpus Investment Management sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 64,340 shares — an estimated $2.74M sold.

Karpus Investment Management first reported a position in MCHI in Q4 2018 and held it in 13 quarters. The position peaked at $6.87M in Q2 2022. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

Karpus Investment Management reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
Karpus Investment Management sold 64,340 iShares MSCI China ETF shares in Q4 2022, an estimated $2.74M.
Karpus Investment Management first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 13 quarters.
Karpus Investment Management's iShares MSCI China ETF position peaked at $6.87M in Q2 2022.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Karpus Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.