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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 $16.7B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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 $304M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 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.