Atria Wealth Solutions’s iShares MSCI China ETF MCHI Stock Holding History

Atria Wealth Solutions’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	-4,947	Closed	-$252K	–	2050
2024 Q3	$252K	Sell	4,947 -3,407	-41%	-$144K	﹤0.01%	1617
2024 Q2	$352K	Sell	8,354 -600	-7%	-$25.8K	﹤0.01%	1414
2024 Q1	$356K	Sell	8,954 -336	-4%	-$13K	﹤0.01%	1442
2023 Q4	$378K	Sell	9,290 -2,005	-18%	-$84.5K	﹤0.01%	1350
2023 Q3	$489K	Sell	11,295 -9,433	-46%	-$427K	0.01%	1138
2023 Q2	$927K	Sell	20,728 -8,908	-30%	-$417K	0.01%	870
2023 Q1	$1.48M	Buy	29,636 +9,387	+46%	+$478K	0.02%	649
2022 Q4	$962K	Sell	20,249 -1,243	-6%	-$53.9K	0.02%	765
2022 Q3	$915K	Buy	21,492 +808	+4%	+$39.9K	0.02%	743
2022 Q2	$1.15M	Buy	20,684 +10,003	+94%	+$513K	0.02%	642
2022 Q1	$565K	Buy	+10,681	New	+$629K	0.01%	998

Other funds holding MCHI

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Wealth Solutions's MCHI Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 4,947 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in MCHI in Q1 2022 and held it in 11 quarters. The position peaked at $1.48M in Q1 2023. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

Atria Wealth Solutions reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 4,947 iShares MSCI China ETF shares in Q4 2024, an estimated $252K.
Atria Wealth Solutions first reported a position in iShares MSCI China ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's iShares MSCI China ETF position peaked at $1.48M in Q1 2023.
253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.