Private Ocean’s iShares MSCI China ETF MCHI Stock Holding History

Private Ocean’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	-65	Closed	-$2K	–	599
2022 Q3	$2K	Buy	+65	New	+$3.21K	﹤0.01%	487
2022 Q2	–	Sell	-65	Closed	-$3K	–	580
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	481
2021 Q4	$4K	Buy	+65	New	+$4.37K	﹤0.01%	480

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

Private Ocean's MCHI Position: Q4 2022 in Review

Private Ocean sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 65 shares — an estimated $2K sold.

Private Ocean first reported a position in MCHI in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

Private Ocean reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 65 iShares MSCI China ETF shares in Q4 2022, an estimated $2K.
Private Ocean first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 3 quarters.
Private Ocean's iShares MSCI China ETF position peaked at $4K in Q4 2021.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.