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

Mission 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
2021 Q3	–	Sell	-2,659	Closed	-$219K	–	518
2021 Q2	$219K	Buy	2,659 +27	+1%	+$2.2K	0.01%	457
2021 Q1	$215K	Buy	+2,632	New	+$231K	0.01%	419
2019 Q4	–	Sell	-3,671	Closed	-$206K	–	339
2019 Q3	$206K	Buy	3,671 +121	+3%	+$6.96K	0.02%	301
2019 Q2	$211K	Buy	+3,550	New	+$213K	0.02%	298
2015 Q3	–	Sell	-9,150	Closed	-$499K	–	147
2015 Q2	$499K	Buy	+9,150	New	+$554K	0.17%	70

Other funds holding MCHI

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBA

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Mission Wealth Management's MCHI Position: Q3 2021 in Review

Mission Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q3 2021, closing a stake of 2,659 shares — an estimated $219K sold.

Mission Wealth Management first reported a position in MCHI in Q2 2015 and held it in 5 quarters. The position peaked at $499K in Q2 2015. 217 funds tracked by Wall St. Rank hold MCHI as of Q3 2021.

Mission Wealth Management reported no remaining iShares MSCI China ETF position as of Q3 2021 after selling out during the quarter.
Mission Wealth Management sold 2,659 iShares MSCI China ETF shares in Q3 2021, an estimated $219K.
Mission Wealth Management first reported a position in iShares MSCI China ETF in Q2 2015 and held it in 5 quarters.
Mission Wealth Management's iShares MSCI China ETF position peaked at $499K in Q2 2015.
217 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2021.

Based on Mission Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.