Kings Point Capital Management’s iShares MSCI China ETF MCHI Stock Holding History

Kings Point Capital 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 Q1	$147K	Hold	2,774	–	–	0.01%	226
2021 Q4	$174K	Hold	2,774	–	–	0.01%	235
2021 Q3	$187K	Sell	2,774 -21,464	-89%	-$1.54M	0.02%	212
2021 Q2	$2M	Buy	24,238 +862	+4%	+$70.2K	0.18%	86
2021 Q1	$1.91M	Buy	23,376 +5,545	+31%	+$486K	0.19%	83
2020 Q4	$1.44M	Buy	17,831 +6,228	+54%	+$493K	0.15%	90
2020 Q3	$861K	Buy	11,603 +376	+3%	+$27.5K	0.11%	102
2020 Q2	$735K	Sell	11,227 -268	-2%	-$16.5K	0.11%	102
2020 Q1	$658K	Sell	11,495 -1,029	-8%	-$63.7K	0.12%	95
2019 Q4	$803K	Buy	12,524 +1,110	+10%	+$66.4K	0.12%	102
2019 Q3	$640K	Buy	11,414 +439	+4%	+$25.3K	0.11%	108
2019 Q2	$652K	Buy	10,975 +5,306	+94%	+$319K	0.12%	100
2019 Q1	$354K	Buy	+5,669	New	+$335K	0.07%	113

Other funds holding MCHI

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Kings Point Capital Management's MCHI Position: Q1 2022 in Review

Kings Point Capital Management held its iShares MSCI China ETF (MCHI) position steady in Q1 2022 at 2,774 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #226.

Kings Point Capital Management first reported a position in MCHI in Q1 2019 and has held it in 13 quarters since. The position peaked at $2M in Q2 2021. 239 funds tracked by Wall St. Rank hold MCHI as of Q1 2022.

Kings Point Capital Management held 2,774 shares of iShares MSCI China ETF worth $147K as of Q1 2022.
Kings Point Capital Management left its iShares MSCI China ETF share count unchanged in Q1 2022.
iShares MSCI China ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #226 holding.
Kings Point Capital Management first reported a position in iShares MSCI China ETF in Q1 2019 and has held it in 13 quarters since.
Kings Point Capital Management's iShares MSCI China ETF position peaked at $2M in Q2 2021.
239 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.