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Morningstar Investment Management’s iShares MSCI China ETF MCHI Stock Holding History

Morningstar Investment 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
2022
Q4 		– Sell
-73,042
Closed -$3.11M – 88
2022
Q3 		$3.11M Hold
73,042
– – 0.59% 28
2022
Q2 		$4.08M Buy
73,042
+20,818
+40% +$1.07M 0.77% 24
2022
Q1 		$2.76M Hold
52,224
– – 0.52% 34
2021
Q4 		$3.28M Buy
52,224
+6,233
+14% +$419K 0.5% 37
2021
Q3 		$3.06M Buy
+45,991
New +$3.31M 0.51% 33

Other funds holding MCHI

Bank of America
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PF
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Morningstar Investment Management's MCHI Position: Q4 2022 in Review

Morningstar Investment Management sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 73,042 shares — an estimated $3.11M sold.

Morningstar Investment Management first reported a position in MCHI in Q3 2021 and held it in 5 quarters. The position peaked at $4.08M in Q2 2022. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

  • Morningstar Investment Management reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
  • Morningstar Investment Management sold 73,042 iShares MSCI China ETF shares in Q4 2022, an estimated $3.11M.
  • Morningstar Investment Management first reported a position in iShares MSCI China ETF in Q3 2021 and held it in 5 quarters.
  • Morningstar Investment Management's iShares MSCI China ETF position peaked at $4.08M in Q2 2022.
  • 245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Morningstar Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.