San Luis Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

San Luis Wealth Advisors’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	-620	Closed	-$39K	–	287
2022 Q1	$39K	Buy	+620	New	+$36.5K	0.02%	261
2021 Q4	–	Sell	-5,193	Closed	-$351K	–	128
2021 Q3	$351K	Buy	+5,193	New	+$374K	0.2%	106

Other funds holding MCHI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

San Luis Wealth Advisors's MCHI Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2022, closing a stake of 620 shares — an estimated $39K sold.

San Luis Wealth Advisors first reported a position in MCHI in Q3 2021 and held it in 2 quarters. The position peaked at $351K in Q3 2021. 255 funds tracked by Wall St. Rank hold MCHI as of Q2 2022.

San Luis Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 620 iShares MSCI China ETF shares in Q2 2022, an estimated $39K.
San Luis Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2021 and held it in 2 quarters.
San Luis Wealth Advisors's iShares MSCI China ETF position peaked at $351K in Q3 2021.
255 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.