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Transform Wealth’s iShares MSCI China ETF MCHI Stock Holding History

Transform Wealth’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
Q2 		– Sell
-7,414
Closed -$606K – 228
2021
Q1 		$606K Buy
7,414
+181
+3% +$15.9K 0.12% 135
2020
Q4 		$586K Buy
+7,233
New +$573K 0.12% 137

Other funds holding MCHI

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's MCHI Position: Q2 2021 in Review

Transform Wealth sold out of iShares MSCI China ETF (MCHI) in Q2 2021, closing a stake of 7,414 shares — an estimated $606K sold.

Transform Wealth first reported a position in MCHI in Q4 2020 and held it in 2 quarters. The position peaked at $606K in Q1 2021. 239 funds tracked by Wall St. Rank hold MCHI as of Q2 2021.

  • Transform Wealth reported no remaining iShares MSCI China ETF position as of Q2 2021 after selling out during the quarter.
  • Transform Wealth sold 7,414 iShares MSCI China ETF shares in Q2 2021, an estimated $606K.
  • Transform Wealth first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 2 quarters.
  • Transform Wealth's iShares MSCI China ETF position peaked at $606K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2021.

Based on Transform Wealth's 13F filing for Q2 2021, filed 20 Jul 2021.