Sovarnum Capital’s iShares MSCI China ETF MCHI Stock Holding History

Sovarnum Capital’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
2021 Q4	–	Sell	-5,000	Closed	-$338K	–	35
2021 Q3	$338K	Sell	5,000 -5,000	-50%	-$360K	0.32%	62
2021 Q2	$824K	Hold	10,000	–	–	0.52%	59
2021 Q1	$817K	Sell	10,000 -10,000	-50%	-$877K	0.62%	51
2020 Q4	$1.62M	Buy	+20,000	New	+$1.58M	1.14%	36
2019 Q3	$925K	Sell	16,500 -10,000	-38%	-$576K	1.09%	23
2019 Q2	$1.57M	Sell	26,500 -17,000	-39%	-$1.02M	2.12%	17
2019 Q1	$2.72M	Buy	+43,500	New	+$2.57M	3.64%	9

Other funds holding MCHI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sovarnum Capital's MCHI Position: Q4 2021 in Review

Sovarnum Capital sold out of iShares MSCI China ETF (MCHI) in Q4 2021, closing a stake of 5,000 shares — an estimated $338K sold.

Sovarnum Capital first reported a position in MCHI in Q1 2019 and held it in 7 quarters. The position peaked at $2.72M in Q1 2019. 243 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

Sovarnum Capital reported no remaining iShares MSCI China ETF position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 5,000 iShares MSCI China ETF shares in Q4 2021, an estimated $338K.
Sovarnum Capital first reported a position in iShares MSCI China ETF in Q1 2019 and held it in 7 quarters.
Sovarnum Capital's iShares MSCI China ETF position peaked at $2.72M in Q1 2019.
243 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.