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Wilbanks Smith & Thomas Asset Management’s iShares MSCI China ETF MCHI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q3 		– Sell
-3,199
Closed -$264K – 519
2021
Q2 		$264K Sell
3,199
-54
-2% -$4.4K 0.01% 423
2021
Q1 		$266K Buy
+3,253
New +$285K 0.01% 395

Other funds holding MCHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MCHI Position: Q3 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares MSCI China ETF (MCHI) in Q3 2021, closing a stake of 3,199 shares — an estimated $264K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MCHI in Q1 2021 and held it in 2 quarters. The position peaked at $266K in Q1 2021. 217 funds tracked by Wall St. Rank hold MCHI as of Q3 2021.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares MSCI China ETF position as of Q3 2021 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,199 iShares MSCI China ETF shares in Q3 2021, an estimated $264K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares MSCI China ETF in Q1 2021 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares MSCI China ETF position peaked at $266K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.