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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merriman Wealth Management's MCHI Position: Q1 2023 in Review

Merriman Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2023, closing a stake of 17,869 shares — an estimated $849K sold.

Merriman Wealth Management first reported a position in MCHI in Q1 2017 and held it in 13 quarters. The position peaked at $2.77M in Q1 2019. 274 funds tracked by Wall St. Rank hold MCHI as of Q1 2023.

Merriman Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2023 after selling out during the quarter.
Merriman Wealth Management sold 17,869 iShares MSCI China ETF shares in Q1 2023, an estimated $849K.
Merriman Wealth Management first reported a position in iShares MSCI China ETF in Q1 2017 and held it in 13 quarters.
Merriman Wealth Management's iShares MSCI China ETF position peaked at $2.77M in Q1 2019.
274 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.