STA
MCHI icon

Summit Trail Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Summit Trail Advisors’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
-6,394
Closed -$432K – 306
2021
Q3 		$432K Hold
6,394
– – 0.03% 173
2021
Q2 		$527K Sell
6,394
-160
-2% -$13K 0.05% 135
2021
Q1 		$535K Buy
6,554
+137
+2% +$12K 0.06% 119
2020
Q4 		$520K Buy
6,417
+107
+2% +$8.47K 0.07% 108
2020
Q3 		$503K Buy
+6,310
New +$462K 0.1% 103
2018
Q3 		– Sell
-311
Closed -$20K – 382
2018
Q2 		$20K Sell
311
-24,015
-99% -$1.64M 0.01% 381
2018
Q1 		$0 Buy
24,326
+24,016
+7,747% +$1.7M ﹤0.01% 1165
2017
Q4 		$21K Buy
+310
New +$20.5K ﹤0.01% 1030

Other funds holding MCHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return