Selective Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Selective Wealth 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 Q4	–	Sell	-1,853	Closed	-$79K	–	477
2022 Q3	$79K	Hold	1,853	–	–	0.03%	238
2022 Q2	$103K	Buy	1,853 +1,143	+161%	+$58.7K	0.04%	214
2022 Q1	$38K	Hold	710	–	–	0.01%	347
2021 Q4	$45K	Hold	710	–	–	0.02%	287
2021 Q3	$48K	Hold	710	–	–	0.03%	259
2021 Q2	$59K	Hold	710	–	–	0.05%	175
2021 Q1	$58K	Hold	710	–	–	0.05%	115
2020 Q4	$57K	Hold	710	–	–	0.04%	106
2020 Q3	$53K	Hold	710	–	–	0.04%	97
2020 Q2	$46K	Hold	710	–	–	0.04%	111
2020 Q1	$41K	Hold	710	–	–	0.06%	72
2019 Q4	$46K	Hold	710	–	–	0.06%	80
2019 Q3	$40K	Buy	+710	New	+$40.9K	0.06%	87

Other funds holding MCHI

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

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCG

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

Selective Wealth Management's MCHI Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 1,853 shares — an estimated $79K sold.

Selective Wealth Management first reported a position in MCHI in Q3 2019 and held it in 13 quarters. The position peaked at $103K in Q2 2022. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

Selective Wealth Management reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,853 iShares MSCI China ETF shares in Q4 2022, an estimated $79K.
Selective Wealth Management first reported a position in iShares MSCI China ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's iShares MSCI China ETF position peaked at $103K in Q2 2022.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.