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Rockbridge Investment Management’s iShares MSCI China ETF MCHI Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-635
Closed -$34.8K – 741
2022
Q1 		$34.8K Hold
635
– – 0.01% 346
2021
Q4 		$40K Hold
635
– – 0.01% 381
2021
Q3 		$43K Hold
635
– – 0.01% 344
2021
Q2 		$52K Buy
+635
New +$51.7K 0.01% 307

Other funds holding MCHI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Rockbridge Investment Management's MCHI Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares MSCI China ETF (MCHI) in Q2 2022, closing a stake of 635 shares — an estimated $34.8K sold.

Rockbridge Investment Management first reported a position in MCHI in Q2 2021 and held it in 4 quarters. The position peaked at $52K in Q2 2021. 257 funds tracked by Wall St. Rank hold MCHI as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares MSCI China ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 635 iShares MSCI China ETF shares in Q2 2022, an estimated $34.8K.
  • Rockbridge Investment Management first reported a position in iShares MSCI China ETF in Q2 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's iShares MSCI China ETF position peaked at $52K in Q2 2021.
  • 257 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.