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NewSquare Capital’s iShares MSCI China ETF MCHI Stock Holding History

NewSquare Capital’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
2020
Q4 		– Sell
-184
Closed -$14K – 358
2020
Q3 		$14K Buy
+184
New +$13.5K ﹤0.01% 212

Other funds holding MCHI

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewSquare Capital's MCHI Position: Q4 2020 in Review

NewSquare Capital sold out of iShares MSCI China ETF (MCHI) in Q4 2020, closing a stake of 184 shares — an estimated $14K sold.

NewSquare Capital first reported a position in MCHI in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 238 funds tracked by Wall St. Rank hold MCHI as of Q4 2020.

  • NewSquare Capital reported no remaining iShares MSCI China ETF position as of Q4 2020 after selling out during the quarter.
  • NewSquare Capital sold 184 iShares MSCI China ETF shares in Q4 2020, an estimated $14K.
  • NewSquare Capital first reported a position in iShares MSCI China ETF in Q3 2020 and held it in 1 quarter.
  • NewSquare Capital's iShares MSCI China ETF position peaked at $14K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2020.

Based on NewSquare Capital's 13F filing for Q4 2020, filed 4 Feb 2021.