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

Pinnacle 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
2022 Q4	–	Sell	-4,779	Closed	-$203K	–	68
2022 Q3	$203K	Hold	4,779	–	–	0.18%	58
2022 Q2	$267K	Sell	4,779 -3,008	-39%	-$154K	0.23%	46
2022 Q1	$412K	Sell	7,787 -700	-8%	-$41.2K	0.33%	37
2021 Q4	$533K	Buy	+8,487	New	+$570K	0.41%	33

Other funds holding MCHI

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Pinnacle Financial Group's MCHI Position: Q4 2022 in Review

Pinnacle Financial Group sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 4,779 shares — an estimated $203K sold.

Pinnacle Financial Group first reported a position in MCHI in Q4 2021 and held it in 4 quarters. The position peaked at $533K in Q4 2021. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

Pinnacle Financial Group reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Financial Group sold 4,779 iShares MSCI China ETF shares in Q4 2022, an estimated $203K.
Pinnacle Financial Group first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 4 quarters.
Pinnacle Financial Group's iShares MSCI China ETF position peaked at $533K in Q4 2021.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Pinnacle Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.