NewEdge Wealth’s iShares MSCI China ETF MCHI Stock Holding History

NewEdge 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
2022 Q1	–	Sell	-5,070	Closed	-$318K	–	429
2021 Q4	$318K	Buy	+5,070	New	+$341K	0.01%	335

Other funds holding MCHI

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

NewEdge Wealth's MCHI Position: Q1 2022 in Review

NewEdge Wealth sold out of iShares MSCI China ETF (MCHI) in Q1 2022, closing a stake of 5,070 shares — an estimated $318K sold.

NewEdge Wealth first reported a position in MCHI in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 239 funds tracked by Wall St. Rank hold MCHI as of Q1 2022.

NewEdge Wealth reported no remaining iShares MSCI China ETF position as of Q1 2022 after selling out during the quarter.
NewEdge Wealth sold 5,070 iShares MSCI China ETF shares in Q1 2022, an estimated $318K.
NewEdge Wealth first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 1 quarter.
NewEdge Wealth's iShares MSCI China ETF position peaked at $318K in Q4 2021.
239 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2022.

Based on NewEdge Wealth's 13F filing for Q1 2022, filed 10 May 2022.