Atlantic Private Wealth’s iShares MSCI China ETF MCHI Stock Holding History

Atlantic Private Wealth’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 Q3	–	Sell	-4,384	Closed	-$196K	–	117
2023 Q2	$196K	Hold	4,384	–	–	0.2%	33
2023 Q1	$219K	Hold	4,384	–	–	0.23%	31
2022 Q4	$208K	Buy	+4,384	New	+$190K	0.22%	39
2022 Q3	–	Sell	-4,384	Closed	-$245K	–	43
2022 Q2	$245K	Hold	4,384	–	–	0.25%	34
2022 Q1	$232K	Hold	4,384	–	–	0.22%	38
2021 Q4	$275K	Buy	+4,384	New	+$294K	0.24%	38

Other funds holding MCHI

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atlantic Private Wealth's MCHI Position: Q3 2023 in Review

Atlantic Private Wealth sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 4,384 shares — an estimated $196K sold.

Atlantic Private Wealth first reported a position in MCHI in Q4 2021 and held it in 6 quarters. The position peaked at $275K in Q4 2021. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

Atlantic Private Wealth reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
Atlantic Private Wealth sold 4,384 iShares MSCI China ETF shares in Q3 2023, an estimated $196K.
Atlantic Private Wealth first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 6 quarters.
Atlantic Private Wealth's iShares MSCI China ETF position peaked at $275K in Q4 2021.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Atlantic Private Wealth's 13F filing for Q3 2023, filed 9 Nov 2023.