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MWM
Merriman Wealth Management’s
iShares MSCI China ETF
MCHI
Stock Holding History
Merriman Wealth Management’s Portfolio
MCHI Stock Details
MCHI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-17,869
Closed
-$849K
–
211
2022
Q4
$849K
Buy
+17,869
New
+$775K
0.04%
113
2021
Q3
–
Sell
-25,000
Closed
-$2.06M
–
216
2021
Q2
$2.06M
Buy
+25,000
New
+$2.04M
0.18%
80
2021
Q1
–
Sell
-28,000
Closed
-$2.27M
–
207
2020
Q4
$2.27M
Buy
28,000
+4,000
+17%
+$317K
0.24%
72
2020
Q3
$1.78M
Buy
24,000
+5,500
+30%
+$403K
0.27%
61
2020
Q2
$1.21M
Buy
+18,500
New
+$1.14M
0.19%
71
2020
Q1
–
Sell
-16,800
Closed
-$1.08M
–
183
2019
Q4
$1.08M
Buy
16,800
+7,700
+85%
+$461K
0.21%
90
2019
Q3
$510K
Buy
+9,100
New
+$524K
0.1%
117
2019
Q2
–
Sell
-44,400
Closed
-$2.77M
–
211
2019
Q1
$2.77M
Buy
+44,400
New
+$2.62M
0.53%
48
2018
Q2
–
Sell
-18,750
Closed
-$1.29M
–
192
2018
Q1
$1.29M
Buy
18,750
+5,610
+43%
+$398K
0.34%
65
2017
Q4
$874K
Buy
13,140
+440
+3%
+$29.1K
0.21%
90
2017
Q3
$801K
Hold
12,700
–
–
0.19%
88
2017
Q2
$695K
Buy
12,700
+4,100
+48%
+$216K
0.19%
69
2017
Q1
$429K
Buy
+8,600
New
+$415K
0.1%
104
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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