Sumitomo Mitsui Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Sumitomo Mitsui Financial Group’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 Q3	–	Sell	-1,460,000	Closed	-$81.5M	–	201
2022 Q2	$81.5M	Buy	1,460,000 +227,000	+18%	+$11.7M	2.29%	7
2022 Q1	$65.2M	Sell	1,233,000 -637,000	-34%	-$37.5M	1.91%	8
2021 Q4	$118M	Buy	1,870,000 +1,252,000	+203%	+$84.1M	3.39%	5
2021 Q3	$41.7M	Sell	618,000 -312,000	-34%	-$22.4M	0.95%	20
2021 Q2	$76.7M	Buy	930,000 +220,000	+31%	+$17.9M	1.69%	16
2021 Q1	$58M	Sell	710,000 -740,000	-51%	-$64.9M	1.37%	15
2020 Q4	$117M	Sell	1,450,000 -211,000	-13%	-$16.7M	2.89%	10
2020 Q3	$123M	Buy	1,661,000 +1,381,000	+493%	+$101M	4.21%	6
2020 Q2	$18.3M	Buy	+280,000	New	+$17.2M	0.63%	17
2019 Q3	–	Sell	-1,400,000	Closed	-$83.2M	–	141
2019 Q2	$83.2M	Hold	1,400,000	–	–	6.58%	5
2019 Q1	$87.4M	Buy	+1,400,000	New	+$82.6M	7.81%	4

Other funds holding MCHI

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RBA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RCG

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

Sumitomo Mitsui Financial Group's MCHI Position: Q3 2022 in Review

Sumitomo Mitsui Financial Group sold out of iShares MSCI China ETF (MCHI) in Q3 2022, closing a stake of 1,460,000 shares — an estimated $81.5M sold.

Sumitomo Mitsui Financial Group first reported a position in MCHI in Q1 2019 and held it in 11 quarters. The position peaked at $123M in Q3 2020. 232 funds tracked by Wall St. Rank hold MCHI as of Q3 2022.

Sumitomo Mitsui Financial Group reported no remaining iShares MSCI China ETF position as of Q3 2022 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 1,460,000 iShares MSCI China ETF shares in Q3 2022, an estimated $81.5M.
Sumitomo Mitsui Financial Group first reported a position in iShares MSCI China ETF in Q1 2019 and held it in 11 quarters.
Sumitomo Mitsui Financial Group's iShares MSCI China ETF position peaked at $123M in Q3 2020.
232 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2022.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2022, filed 8 Nov 2022.