Kestra Private Wealth Services
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Kestra Private Wealth Services’s iShares MSCI China ETF MCHI Stock Holding History

Kestra Private Wealth Services’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
2021
Q1 		– Sell
-9,032
Closed -$731K – 828
2020
Q4 		$731K Sell
9,032
-251
-3% -$19.9K 0.05% 352
2020
Q3 		$689K Buy
+9,283
New +$680K 0.06% 321

Other funds holding MCHI

Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bridgewater Associates
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's MCHI Position: Q1 2021 in Review

Kestra Private Wealth Services sold out of iShares MSCI China ETF (MCHI) in Q1 2021, closing a stake of 9,032 shares — an estimated $731K sold.

Kestra Private Wealth Services first reported a position in MCHI in Q3 2020 and held it in 2 quarters. The position peaked at $731K in Q4 2020. 233 funds tracked by Wall St. Rank hold MCHI as of Q1 2021.

  • Kestra Private Wealth Services reported no remaining iShares MSCI China ETF position as of Q1 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,032 iShares MSCI China ETF shares in Q1 2021, an estimated $731K.
  • Kestra Private Wealth Services first reported a position in iShares MSCI China ETF in Q3 2020 and held it in 2 quarters.
  • Kestra Private Wealth Services's iShares MSCI China ETF position peaked at $731K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2021.

Based on Kestra Private Wealth Services's 13F filing for Q1 2021, filed 11 May 2021.