Merriman Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Bought
Maintained
Sold
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

Other funds holding MCHI