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

Ameliora 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
-144
Closed -$5.87K – 202
2023
Q4 		$5.87K Hold
144
– – ﹤0.01% 171
2023
Q3 		$6.23K Hold
144
– – ﹤0.01% 196
2023
Q2 		$6.45K Sell
144
-167
-54% -$7.81K ﹤0.01% 175
2023
Q1 		$15.5K Sell
311
-1,394
-82% -$70.9K 0.01% 174
2022
Q4 		$81K Sell
1,705
-22,547
-93% -$978K 0.04% 119
2022
Q3 		$984K Buy
+24,252
New +$1.2M 0.53% 44

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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

Ameliora Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 144 shares — an estimated $5.87K sold.

Ameliora Wealth Management first reported a position in MCHI in Q3 2022 and held it in 6 quarters. The position peaked at $984K in Q3 2022. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

  • Ameliora Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 144 iShares MSCI China ETF shares in Q1 2024, an estimated $5.87K.
  • Ameliora Wealth Management first reported a position in iShares MSCI China ETF in Q3 2022 and held it in 6 quarters.
  • Ameliora Wealth Management's iShares MSCI China ETF position peaked at $984K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on Ameliora Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.