AM Investment Strategies’s iShares MSCI China ETF MCHI Stock Holding History

AM Investment Strategies’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 Q4	–	Sell	-113,000	Closed	-$5.75M	–	107
2024 Q3	$5.75M	Hold	113,000	–	–	1.4%	14
2024 Q2	$4.76M	Hold	113,000	–	–	1.17%	16
2024 Q1	$4.49M	Hold	113,000	–	–	1.14%	17
2023 Q4	$4.6M	Hold	113,000	–	–	1.3%	16
2023 Q3	$4.89M	Hold	113,000	–	–	1.59%	11
2023 Q2	$5.06M	Hold	113,000	–	–	1.58%	10
2023 Q1	$5.64M	Hold	113,000	–	–	1.93%	9
2022 Q4	$5.37M	Hold	113,000	–	–	1.91%	9
2022 Q3	$4.81M	Hold	113,000	–	–	1.76%	8
2022 Q2	$5.31M	Hold	113,000	–	–	1.86%	10
2022 Q1	$5.98M	Buy	+113,000	New	+$6.65M	1.58%	9

Other funds holding MCHI

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AM Investment Strategies's MCHI Position: Q4 2024 in Review

AM Investment Strategies sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 113,000 shares — an estimated $5.75M sold.

AM Investment Strategies first reported a position in MCHI in Q1 2022 and held it in 11 quarters. The position peaked at $5.98M in Q1 2022. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

AM Investment Strategies reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
AM Investment Strategies sold 113,000 iShares MSCI China ETF shares in Q4 2024, an estimated $5.75M.
AM Investment Strategies first reported a position in iShares MSCI China ETF in Q1 2022 and held it in 11 quarters.
AM Investment Strategies's iShares MSCI China ETF position peaked at $5.98M in Q1 2022.
253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on AM Investment Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.