Palladiem’s iShares MSCI China ETF MCHI Stock Holding History

Palladiem’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
2023 Q1	–	Sell	-17,165	Closed	-$815K	–	57
2022 Q4	$815K	Hold	17,165	–	–	0.85%	22
2022 Q3	$731K	Hold	17,165	–	–	0.77%	24
2022 Q2	$958K	Sell	17,165 -1,550	-8%	-$79.6K	0.95%	21
2022 Q1	$990K	Hold	18,715	–	–	0.87%	23
2021 Q4	$1.18M	Hold	18,715	–	–	0.95%	21
2021 Q3	$1.26M	Sell	18,715 -900	-5%	-$64.7K	1.02%	18
2021 Q2	$1.62M	Hold	19,615	–	–	1.31%	18
2021 Q1	$1.6M	Sell	19,615 -2,820	-13%	-$247K	1.4%	16
2020 Q4	$1.82M	Buy	+22,435	New	+$1.78M	1.7%	17

Other funds holding MCHI

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

RBA

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Palladiem's MCHI Position: Q1 2023 in Review

Palladiem sold out of iShares MSCI China ETF (MCHI) in Q1 2023, closing a stake of 17,165 shares — an estimated $815K sold.

Palladiem first reported a position in MCHI in Q4 2020 and held it in 9 quarters. The position peaked at $1.82M in Q4 2020. 274 funds tracked by Wall St. Rank hold MCHI as of Q1 2023.

Palladiem reported no remaining iShares MSCI China ETF position as of Q1 2023 after selling out during the quarter.
Palladiem sold 17,165 iShares MSCI China ETF shares in Q1 2023, an estimated $815K.
Palladiem first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 9 quarters.
Palladiem's iShares MSCI China ETF position peaked at $1.82M in Q4 2020.
274 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2023.

Based on Palladiem's 13F filing for Q1 2023, filed 4 May 2023.