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

Stapp 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
-12
Closed -$1K – 74
2022
Q3 		$1K Buy
+12
New +$592 ﹤0.01% 106

Other funds holding MCHI

Bank of America
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
Citigroup
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

Stapp Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Stapp Wealth Management first reported a position in MCHI in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

  • Stapp Wealth Management reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 12 iShares MSCI China ETF shares in Q4 2022, an estimated $1K.
  • Stapp Wealth Management first reported a position in iShares MSCI China ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's iShares MSCI China ETF position peaked at $1K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.