Next Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Next Financial Group’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
2021 Q4	$17K	Buy	+265	New	+$17.8K	﹤0.01%	1963
2019 Q4	–	Sell	-20	Closed	-$1K	–	2465
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	2232
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	2226
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	1562
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	1854
2018 Q3	$1K	Buy	+20	New	+$1.23K	﹤0.01%	1404
2016 Q4	–	Sell	-271	Closed	-$13K	–	2439
2016 Q3	$13K	Buy	+271	New	+$12.5K	﹤0.01%	1547

Other funds holding MCHI

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SMFG

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

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

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

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

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

RBA

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

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

Next Financial Group's MCHI Position: Q4 2021 in Review

Next Financial Group opened a new position in iShares MSCI China ETF (MCHI) in Q4 2021: 265 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1963 among its holdings. This is a return to the name: Next Financial Group previously reported a position in MCHI as recently as Q3 2019.

Next Financial Group first reported a position in MCHI in Q3 2016 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

Next Financial Group held 265 shares of iShares MSCI China ETF worth $17K as of Q4 2021.
iShares MSCI China ETF was a new Next Financial Group position in Q4 2021.
iShares MSCI China ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1963 holding.
Next Financial Group first reported a position in iShares MSCI China ETF in Q3 2016 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.