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Kathleen S. Wright Associates’s iShares MSCI China ETF MCHI Stock Holding History

Kathleen S. Wright Associates’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
Q1 		– Sell
-570
Closed -$36K – 153
2021
Q4 		$36K Buy
+570
New +$38.3K 0.03% 111

Other funds holding MCHI

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Kathleen S. Wright Associates's MCHI Position: Q1 2022 in Review

Kathleen S. Wright Associates sold out of iShares MSCI China ETF (MCHI) in Q1 2022, closing a stake of 570 shares — an estimated $36K sold.

Kathleen S. Wright Associates first reported a position in MCHI in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 239 funds tracked by Wall St. Rank hold MCHI as of Q1 2022.

  • Kathleen S. Wright Associates reported no remaining iShares MSCI China ETF position as of Q1 2022 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 570 iShares MSCI China ETF shares in Q1 2022, an estimated $36K.
  • Kathleen S. Wright Associates first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 1 quarter.
  • Kathleen S. Wright Associates's iShares MSCI China ETF position peaked at $36K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2022, filed 29 Apr 2022.