Moody National Bank Trust Division’s iShares MSCI China ETF MCHI Stock Holding History

Moody National Bank Trust Division’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
2022 Q4	–	Sell	-14,554	Closed	-$619K	–	607
2022 Q3	$619K	Hold	14,554	–	–	0.06%	275
2022 Q2	$812K	Buy	14,554 +6,327	+77%	+$325K	0.09%	197
2022 Q1	$435K	Hold	8,227	–	–	0.01%	292
2021 Q4	$516K	Buy	+8,227	New	+$553K	0.02%	281
2020 Q2	–	Sell	-12,884	Closed	-$738K	–	375
2020 Q1	$738K	Hold	12,884	–	–	0.03%	239
2019 Q4	$826K	Hold	12,884	–	–	0.02%	245
2019 Q3	$723K	Hold	12,884	–	–	0.02%	247
2019 Q2	$766K	Buy	12,884 +4,144	+47%	+$249K	0.02%	241
2019 Q1	$546K	Hold	8,740	–	–	0.02%	262
2018 Q4	$460K	Buy	+8,740	New	+$480K	0.01%	267

Other funds holding MCHI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Moody National Bank Trust Division's MCHI Position: Q4 2022 in Review

Moody National Bank Trust Division sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 14,554 shares — an estimated $619K sold.

Moody National Bank Trust Division first reported a position in MCHI in Q4 2018 and held it in 10 quarters. The position peaked at $826K in Q4 2019. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

Moody National Bank Trust Division reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
Moody National Bank Trust Division sold 14,554 iShares MSCI China ETF shares in Q4 2022, an estimated $619K.
Moody National Bank Trust Division first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 10 quarters.
Moody National Bank Trust Division's iShares MSCI China ETF position peaked at $826K in Q4 2019.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Moody National Bank Trust Division's 13F filing for Q4 2022, filed 11 Jan 2023.