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Perigon Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-800
Closed -$65K – 810
2020
Q4 		$65K Buy
+800
New +$63.3K 0.01% 662

Other funds holding MCHI

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's MCHI Position: Q1 2021 in Review

Perigon Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2021, closing a stake of 800 shares — an estimated $65K sold.

Perigon Wealth Management first reported a position in MCHI in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 232 funds tracked by Wall St. Rank hold MCHI as of Q1 2021.

  • Perigon Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 800 iShares MSCI China ETF shares in Q1 2021, an estimated $65K.
  • Perigon Wealth Management first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's iShares MSCI China ETF position peaked at $65K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.