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Lattice Strategies’s iShares MSCI China ETF MCHI Stock Holding History

Lattice Strategies’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
2019
Q1 		$1.55M Sell
24,842
-1,510
-6% -$89.1K 1.42% 11
2018
Q4 		$1.39M Sell
26,352
-1,760
-6% -$96.7K 1.2% 13
2018
Q3 		$1.68M Sell
28,112
-498
-2% -$30.6K 1.3% 11
2018
Q2 		$1.85M Buy
28,610
+210
+0.7% +$14.3K 1.44% 8
2018
Q1 		$1.95M Sell
28,400
-310
-1% -$22K 1.41% 9
2017
Q4 		$1.91M Buy
28,710
+205
+0.7% +$13.6K 1.38% 11
2017
Q3 		$1.8M Buy
28,505
+435
+2% +$26.2K 1.35% 10
2017
Q2 		$1.53M Buy
28,070
+1,275
+5% +$67.1K 1.18% 13
2017
Q1 		$1.34M Buy
26,795
+1,775
+7% +$85.6K 1.04% 21
2016
Q4 		$1.09M Buy
25,020
+225
+0.9% +$10.4K 0.89% 25
2016
Q3 		$1.2M Sell
24,795
-35
-0.1% -$1.61K 0.92% 24
2016
Q2 		$1.05M Sell
24,830
-2,790
-10% -$116K 0.82% 27
2016
Q1 		$1.17M Buy
27,620
+20,630
+295% +$816K 0.91% 24
2015
Q4 		$312K Sell
6,990
-9,845
-58% -$461K 0.25% 60
2015
Q3 		$738K Buy
16,835
+6,815
+68% +$326K 0.52% 42
2015
Q2 		$562K Sell
10,020
-565
-5% -$34.2K 0.33% 57
2015
Q1 		$577K Sell
10,585
-2,585
-20% -$134K 0.32% 61
2014
Q4 		$662K Buy
13,170
+630
+5% +$30.6K 0.37% 60
2014
Q3 		$594K Sell
12,540
-10
-0.1% -$497 0.32% 68
2014
Q2 		$582K Buy
12,550
+3,695
+42% +$168K 0.3% 71
2014
Q1 		$398K Buy
8,855
+4,660
+111% +$208K 0.2% 83
2013
Q4 		$202K Sell
4,195
-230
-5% -$11K 0.11% 100
2013
Q3 		$204K Buy
+4,425
New +$195K 0.11% 98

Other funds holding MCHI

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Lattice Strategies's MCHI Position: Q1 2019 in Review

Lattice Strategies reduced its iShares MSCI China ETF (MCHI) stake by 5.7% in Q1 2019, selling an estimated $89.1K and leaving 24,842 shares worth $1.55M. The position accounts for 1.42% of the portfolio, ranked #11.

Lattice Strategies first reported a position in MCHI in Q3 2013 and has held it in 23 quarters since. The position peaked at $1.95M in Q1 2018. 181 funds tracked by Wall St. Rank hold MCHI as of Q1 2019.

  • Lattice Strategies held 24,842 shares of iShares MSCI China ETF worth $1.55M as of Q1 2019.
  • Lattice Strategies sold 1,510 iShares MSCI China ETF shares in Q1 2019, an estimated $89.1K.
  • iShares MSCI China ETF made up 1.42% of Lattice Strategies's portfolio in Q1 2019, its #11 holding.
  • Lattice Strategies first reported a position in iShares MSCI China ETF in Q3 2013 and has held it in 23 quarters since.
  • Lattice Strategies's iShares MSCI China ETF position peaked at $1.95M in Q1 2018.
  • 181 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2019.

Based on Lattice Strategies's 13F filing for Q1 2019, filed 8 May 2019.