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

Atlas Private Wealth 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
2021
Q4 		– Sell
-209
Closed -$14K – 481
2021
Q3 		$14K Hold
209
– – 0.01% 417
2021
Q2 		$17K Hold
209
– – 0.01% 389
2021
Q1 		$17K Buy
+209
New +$18.3K 0.01% 408

Other funds holding MCHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's MCHI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2021, closing a stake of 209 shares — an estimated $14K sold.

Atlas Private Wealth Advisors first reported a position in MCHI in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 241 funds tracked by Wall St. Rank hold MCHI as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 209 iShares MSCI China ETF shares in Q4 2021, an estimated $14K.
  • Atlas Private Wealth Advisors first reported a position in iShares MSCI China ETF in Q1 2021 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's iShares MSCI China ETF position peaked at $17K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.