TCI Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-100	Closed	-$4K	–	2594
2022 Q3	$4K	Buy	+100	New	+$4.94K	﹤0.01%	1632
2021 Q4	–	Sell	-11	Closed	-$1K	–	2437
2021 Q3	$1K	Sell	11 -9	-45%	-$647	﹤0.01%	2286
2021 Q2	$2K	Buy	+20	New	+$1.63K	﹤0.01%	2046
2019 Q4	–	Sell	-128	Closed	-$7K	–	1627
2019 Q3	$7K	Buy	+128	New	+$7.37K	﹤0.01%	730
2016 Q1	–	Sell	-155	Closed	-$7K	–	1380
2015 Q4	$7K	Buy	+155	New	+$7.25K	﹤0.01%	651

Other funds holding MCHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

TCI Wealth Advisors's MCHI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in MCHI in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2019. 245 funds tracked by Wall St. Rank hold MCHI as of Q4 2022.

TCI Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 100 iShares MSCI China ETF shares in Q4 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2015 and held it in 5 quarters.
TCI Wealth Advisors's iShares MSCI China ETF position peaked at $7K in Q3 2019.
245 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.