LMCG Investments’s iShares MSCI China ETF MCHI Stock Holding History

LMCG Investments’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 Q4	–	Sell	-65,852	Closed	-$2.8M	–	315
2022 Q3	$2.8M	Sell	65,852 -1,951	-3%	-$96.3K	0.21%	128
2022 Q2	$3.78M	Sell	67,803 -1,499	-2%	-$77K	0.26%	109
2022 Q1	$3.67M	Buy	+69,302	New	+$4.08M	0.21%	124

Other funds holding MCHI

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

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LMCG Investments's MCHI Position: Q4 2022 in Review

LMCG Investments sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 65,852 shares — an estimated $2.8M sold.

LMCG Investments first reported a position in MCHI in Q1 2022 and held it in 3 quarters. The position peaked at $3.78M in Q2 2022. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

LMCG Investments reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
LMCG Investments sold 65,852 iShares MSCI China ETF shares in Q4 2022, an estimated $2.8M.
LMCG Investments first reported a position in iShares MSCI China ETF in Q1 2022 and held it in 3 quarters.
LMCG Investments's iShares MSCI China ETF position peaked at $3.78M in Q2 2022.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.