Obermeyer Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History

Obermeyer Wealth Partners’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 Q3	–	Sell	-4,370	Closed	-$244K	–	226
2022 Q2	$244K	Sell	4,370 -2,449	-36%	-$126K	0.02%	172
2022 Q1	$361K	Hold	6,819	–	–	0.02%	146
2021 Q4	$428K	Hold	6,819	–	–	0.02%	131
2021 Q3	$460K	Hold	6,819	–	–	0.03%	127
2021 Q2	$562K	Sell	6,819 -6,060	-47%	-$493K	0.03%	117
2021 Q1	$1.05M	Buy	+12,879	New	+$1.13M	0.06%	74

Other funds holding MCHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RBA

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Obermeyer Wealth Partners's MCHI Position: Q3 2022 in Review

Obermeyer Wealth Partners sold out of iShares MSCI China ETF (MCHI) in Q3 2022, closing a stake of 4,370 shares — an estimated $244K sold.

Obermeyer Wealth Partners first reported a position in MCHI in Q1 2021 and held it in 6 quarters. The position peaked at $1.05M in Q1 2021. 231 funds tracked by Wall St. Rank hold MCHI as of Q3 2022.

Obermeyer Wealth Partners reported no remaining iShares MSCI China ETF position as of Q3 2022 after selling out during the quarter.
Obermeyer Wealth Partners sold 4,370 iShares MSCI China ETF shares in Q3 2022, an estimated $244K.
Obermeyer Wealth Partners first reported a position in iShares MSCI China ETF in Q1 2021 and held it in 6 quarters.
Obermeyer Wealth Partners's iShares MSCI China ETF position peaked at $1.05M in Q1 2021.
231 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2022, filed 9 Dec 2022.