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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return