AE Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57.1K | Sell |
1,036
-295
| -22% | -$16.3K | ﹤0.01% | 1586 |
|
2025
Q1 | $72.4K | Sell |
1,331
-32
| -2% | -$1.74K | ﹤0.01% | 1514 |
|
2024
Q4 | $63.9K | Buy |
+1,363
| New | +$63.9K | ﹤0.01% | 1520 |
|
2024
Q1 | – | Sell |
-30,040
| Closed | -$1.15M | – | 1651 |
|
2023
Q4 | $1.15M | Buy |
30,040
+10,320
| +52% | +$394K | 0.01% | 1102 |
|
2023
Q3 | $854K | Buy |
19,720
+9,565
| +94% | +$414K | 0.01% | 1161 |
|
2023
Q2 | $454K | Buy |
10,155
+2,183
| +27% | +$97.7K | ﹤0.01% | 1441 |
|
2023
Q1 | $398K | Buy |
7,972
+2,994
| +60% | +$149K | ﹤0.01% | 1440 |
|
2022
Q4 | $236K | Sell |
4,978
-1,577
| -24% | -$74.9K | ﹤0.01% | 1603 |
|
2022
Q3 | $279K | Sell |
6,555
-78,920
| -92% | -$3.36M | ﹤0.01% | 1491 |
|
2022
Q2 | $4.77M | Buy |
85,475
+81,365
| +1,980% | +$4.54M | 0.04% | 417 |
|
2022
Q1 | $217K | Buy |
+4,110
| New | +$217K | ﹤0.01% | 1554 |
|