PAG
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Private Advisory Group’s iShares MSCI China ETF MCHI Stock Holding History

Private Advisory 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
2023
Q4 		– Sell
-49,618
Closed -$2.15M – 216
2023
Q3 		$2.15M Sell
49,618
-35,328
-42% -$1.6M 0.42% 67
2023
Q2 		$3.8M Sell
84,946
-67,957
-44% -$3.18M 0.75% 36
2023
Q1 		$7.63M Buy
152,903
+28,061
+22% +$1.43M 1.62% 18
2022
Q4 		$5.93M Buy
124,842
+50,461
+68% +$2.19M 1.3% 25
2022
Q3 		$3.17M Buy
+74,381
New +$3.67M 0.72% 42
2021
Q4 		– Sell
-56,137
Closed -$3.79M – 159
2021
Q3 		$3.79M Buy
+56,137
New +$4.04M 0.93% 29

Other funds holding MCHI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return