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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CI Investments Inc

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

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

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return