Mosaic Family Wealth’s iShares MSCI China ETF MCHI Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-48	Closed	-$3K	–	426
2019 Q1	$3K	Hold	48	–	–	﹤0.01%	617
2018 Q4	$3K	Hold	48	–	–	﹤0.01%	579
2018 Q3	$3K	Sell	48 -4,406	-99%	-$271K	﹤0.01%	586
2018 Q2	$288K	Sell	4,454 -659	-13%	-$45K	0.11%	130
2018 Q1	$351K	Buy	5,113 +14	+0.3%	+$994	0.13%	107
2017 Q4	$339K	Buy	+5,099	New	+$337K	0.12%	120

Other funds holding MCHI

RBA

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Mosaic Family Wealth's MCHI Position: Q2 2019 in Review

Mosaic Family Wealth sold out of iShares MSCI China ETF (MCHI) in Q2 2019, closing a stake of 48 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in MCHI in Q4 2017 and held it in 6 quarters. The position peaked at $351K in Q1 2018. 174 funds tracked by Wall St. Rank hold MCHI as of Q2 2019.

Mosaic Family Wealth reported no remaining iShares MSCI China ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 48 iShares MSCI China ETF shares in Q2 2019, an estimated $3K.
Mosaic Family Wealth first reported a position in iShares MSCI China ETF in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's iShares MSCI China ETF position peaked at $351K in Q1 2018.
174 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.