Paradigm Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Paradigm Financial Advisors’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	$398K	Sell	6,340 -49	-0.8%	-$3.29K	0.09%	139
2021 Q3	$431K	Sell	6,389 -1,011	-14%	-$72.7K	0.1%	127
2021 Q2	$610K	Sell	7,400 -22,681	-75%	-$1.85M	0.14%	108
2021 Q1	$2.46M	Sell	30,081 -272	-0.9%	-$23.9K	0.6%	48
2020 Q4	$2.46M	Buy	30,353 +25,042	+472%	+$1.98M	0.67%	39
2020 Q3	$394K	Sell	5,311 -4,368	-45%	-$320K	0.11%	84
2020 Q2	$634K	Sell	9,679 -112,445	-92%	-$6.91M	0.2%	69
2020 Q1	$6.99M	Buy	122,124 +687	+0.6%	+$42.5K	2.6%	11
2019 Q4	$7.78M	Buy	121,437 +12,027	+11%	+$720K	2.67%	9
2019 Q3	$6.14M	Buy	109,410 +29,856	+38%	+$1.72M	2.4%	9
2019 Q2	$4.73M	Buy	79,554 +8,335	+12%	+$501K	1.74%	16
2019 Q1	$4.45M	Buy	+71,219	New	+$4.2M	1.68%	18
2014 Q2	–	Sell	-100	Closed	-$4K	–	156
2014 Q1	$4K	Buy	+100	New	+$4.46K	﹤0.01%	235

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

Paradigm Financial Advisors's MCHI Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its iShares MSCI China ETF (MCHI) stake by 0.77% in Q4 2021, selling an estimated $3.29K and leaving 6,340 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #139.

Paradigm Financial Advisors first reported a position in MCHI in Q1 2014 and has held it in 13 quarters since. The position peaked at $7.78M in Q4 2019. 243 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

Paradigm Financial Advisors held 6,340 shares of iShares MSCI China ETF worth $398K as of Q4 2021.
Paradigm Financial Advisors sold 49 iShares MSCI China ETF shares in Q4 2021, an estimated $3.29K.
iShares MSCI China ETF made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #139 holding.
Paradigm Financial Advisors first reported a position in iShares MSCI China ETF in Q1 2014 and has held it in 13 quarters since.
Paradigm Financial Advisors's iShares MSCI China ETF position peaked at $7.78M in Q4 2019.
243 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.