AWM
MCHI icon

Able Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Able Wealth 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
2024
Q1 		– Sell
-32
Closed -$1.29K – 371
2023
Q4 		$1.29K Buy
+32
New +$1.35K ﹤0.01% 497

Other funds holding MCHI

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Able Wealth Management's MCHI Position: Q1 2024 in Review

Able Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 32 shares — an estimated $1.29K sold.

Able Wealth Management first reported a position in MCHI in Q4 2023 and held it in 1 quarter. The position peaked at $1.29K in Q4 2023. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

  • Able Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 32 iShares MSCI China ETF shares in Q1 2024, an estimated $1.29K.
  • Able Wealth Management first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares MSCI China ETF position peaked at $1.29K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.