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Accuvest Global Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Accuvest Global 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
2023
Q2 		– Sell
-21,366
Closed -$1.07M – 137
2023
Q1 		$1.07M Buy
+21,366
New +$1.09M 0.48% 41
2022
Q4 		– Sell
-30,405
Closed -$1.29M – 121
2022
Q3 		$1.29M Buy
+30,405
New +$1.5M 0.88% 33
2021
Q4 		– Sell
-6,655
Closed -$449K – 125
2021
Q3 		$449K Sell
6,655
-1,477
-18% -$106K 0.21% 66
2021
Q2 		$670K Sell
8,132
-32,565
-80% -$2.65M 0.34% 53
2021
Q1 		$3.33M Buy
40,697
+11,264
+38% +$988K 1.78% 18
2020
Q4 		$2.38M Buy
29,433
+2,010
+7% +$159K 7.24% 2
2020
Q3 		$2.03M Sell
27,423
-1,865
-6% -$137K 6.68% 2
2020
Q2 		$1.92M Buy
29,288
+1,089
+4% +$66.9K 5.04% 3
2020
Q1 		$1.61M Buy
28,199
+5,487
+24% +$340K 5.1% 3
2019
Q4 		$1.46M Sell
22,712
-15,055
-40% -$901K 3.04% 12
2019
Q3 		$2.12M Sell
37,767
-73,026
-66% -$4.2M 4.3% 5
2019
Q2 		$6.59M Sell
110,793
-15,482
-12% -$930K 3.84% 4
2019
Q1 		$7.88M Buy
126,275
+105,077
+496% +$6.2M 4.26% 4
2018
Q4 		$1.11M Sell
21,198
-146,791
-87% -$8.06M 0.58% 34
2018
Q3 		$10.1M Sell
167,989
-76,472
-31% -$4.7M 3.74% 6
2018
Q2 		$15.8M Buy
244,461
+65,319
+36% +$4.46M 6.12% 2
2018
Q1 		$12.3M Sell
179,142
-885
-0.5% -$62.8K 9.08% 2
2017
Q4 		$12M Buy
180,027
+33,367
+23% +$2.21M 8.78% 2
2017
Q3 		$9.25M Sell
146,660
-180,760
-55% -$10.9M 7.88% 2
2017
Q2 		$17.9M Buy
327,420
+140,880
+76% +$7.42M 5.94% 2
2017
Q1 		$9.31M Buy
186,540
+76,865
+70% +$3.71M 2.98% 11
2016
Q4 		$4.8M Sell
109,675
-248,165
-69% -$11.5M 4.35% 6
2016
Q3 		$17.4M Buy
357,840
+258,800
+261% +$11.9M 4.84% 5
2016
Q2 		$4.2M Sell
99,040
-2,045
-2% -$85.2K 2.56% 9
2016
Q1 		$4.3M Sell
101,085
-79,425
-44% -$3.14M 2.09% 14
2015
Q4 		$8.05M Buy
+180,510
New +$8.45M 3.49% 8
2015
Q3 		– Sell
-29,755
Closed -$1.67M – 82
2015
Q2 		$1.67M Sell
29,755
-133
-0.4% -$8.05K 0.62% 30
2015
Q1 		$1.63M Sell
29,888
-66,336
-69% -$3.44M 0.63% 27
2014
Q4 		$4.83M Sell
96,224
-278,022
-74% -$13.5M 1.04% 23
2014
Q3 		$17.7M Sell
374,246
-85,160
-19% -$4.23M 5.83% 3
2014
Q2 		$21.3M Sell
459,406
-180,271
-28% -$8.2M 6.54% 3
2014
Q1 		$28.8M Buy
639,677
+7,463
+1% +$333K 7.48% 3
2013
Q4 		$30.5M Buy
632,214
+137,460
+28% +$6.55M 6.88% 3
2013
Q3 		$22.8M Buy
494,754
+406,763
+462% +$17.9M 5.77% 6
2013
Q2 		$3.6M Buy
+87,991
New +$3.91M 0.79% 31

Other funds holding MCHI

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Accuvest Global Advisors's MCHI Position: Q2 2023 in Review

Accuvest Global Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 21,366 shares — an estimated $1.07M sold.

Accuvest Global Advisors first reported a position in MCHI in Q2 2013 and held it in 35 quarters. The position peaked at $30.5M in Q4 2013. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

  • Accuvest Global Advisors reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 21,366 iShares MSCI China ETF shares in Q2 2023, an estimated $1.07M.
  • Accuvest Global Advisors first reported a position in iShares MSCI China ETF in Q2 2013 and held it in 35 quarters.
  • Accuvest Global Advisors's iShares MSCI China ETF position peaked at $30.5M in Q4 2013.
  • 270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.