KJWM
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Kiley Juergens Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-700
Closed -$41K – 402
2018
Q3 		$41K Buy
+700
New +$43K 0.03% 261

Other funds holding MCHI

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

Kiley Juergens Wealth Management's MCHI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2018, closing a stake of 700 shares — an estimated $41K sold.

Kiley Juergens Wealth Management first reported a position in MCHI in Q3 2018 and held it in 1 quarter. The position peaked at $41K in Q3 2018. 150 funds tracked by Wall St. Rank hold MCHI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares MSCI China ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 700 iShares MSCI China ETF shares in Q4 2018, an estimated $41K.
  • Kiley Juergens Wealth Management first reported a position in iShares MSCI China ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's iShares MSCI China ETF position peaked at $41K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.