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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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $786B AUM 40.34% 1-Year Est. Return

Summit Trail Advisors's MCHI Position: Q4 2021 in Review

Summit Trail Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2021, closing a stake of 6,394 shares — an estimated $432K sold.

Summit Trail Advisors first reported a position in MCHI in Q4 2017 and held it in 8 quarters. The position peaked at $535K in Q1 2021. 241 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

  • Summit Trail Advisors reported no remaining iShares MSCI China ETF position as of Q4 2021 after selling out during the quarter.
  • Summit Trail Advisors sold 6,394 iShares MSCI China ETF shares in Q4 2021, an estimated $432K.
  • Summit Trail Advisors first reported a position in iShares MSCI China ETF in Q4 2017 and held it in 8 quarters.
  • Summit Trail Advisors's iShares MSCI China ETF position peaked at $535K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Summit Trail Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.