RPg Family Wealth Advisory’s iShares MSCI China ETF MCHI Stock Holding History

RPg Family Wealth Advisory’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	-385	Closed	-$20.4K	–	232
2022 Q1	$20.4K	Hold	385	–	–	0.01%	213
2021 Q4	$24.2K	Hold	385	–	–	0.01%	207
2021 Q3	$26K	Hold	385	–	–	0.01%	206
2021 Q2	$31.7K	Buy	+385	New	+$31.3K	0.01%	196
2020 Q4	$31.2K	Hold	385	–	–	0.01%	191
2020 Q3	$28.6K	Hold	385	–	–	0.02%	195
2020 Q2	$25.2K	Hold	385	–	–	0.02%	201
2020 Q1	$22K	Hold	385	–	–	0.02%	184
2019 Q4	$24.7K	Hold	385	–	–	0.01%	196
2019 Q3	$21.6K	Hold	385	–	–	0.01%	218
2019 Q2	$22.9K	Hold	385	–	–	0.01%	210
2019 Q1	$24K	Hold	385	–	–	0.01%	215
2018 Q4	$20.3K	Hold	385	–	–	0.02%	158
2018 Q3	$23.1K	Hold	385	–	–	0.02%	166
2018 Q2	$24.9K	Buy	+385	New	+$26.3K	0.02%	154
2017 Q1	–	Sell	-2,926	Closed	-$128K	–	308
2016 Q4	$128K	Buy	2,926 +642	+28%	+$29.8K	0.11%	72
2016 Q3	$111K	Sell	2,284 -1,386	-38%	-$63.8K	0.08%	74
2016 Q2	$156K	Buy	3,670 +347	+10%	+$14.5K	0.07%	72
2016 Q1	$141K	Buy	3,323 +2,721	+452%	+$108K	0.11%	74
2015 Q4	$26.9K	Buy	+602	New	+$28.2K	0.02%	128

Other funds holding MCHI

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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 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 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

RPg Family Wealth Advisory's MCHI Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares MSCI China ETF (MCHI) in Q2 2022, closing a stake of 385 shares — an estimated $20.4K sold.

RPg Family Wealth Advisory first reported a position in MCHI in Q4 2015 and held it in 20 quarters. The position peaked at $156K in Q2 2016. 257 funds tracked by Wall St. Rank hold MCHI as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares MSCI China ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 385 iShares MSCI China ETF shares in Q2 2022, an estimated $20.4K.
RPg Family Wealth Advisory first reported a position in iShares MSCI China ETF in Q4 2015 and held it in 20 quarters.
RPg Family Wealth Advisory's iShares MSCI China ETF position peaked at $156K in Q2 2016.
257 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.