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

Avior 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
2025 Q1	–	Sell	-1,071	Closed	-$50.2K	–	1677
2024 Q4	$50.2K	Buy	1,071 +571	+114%	+$28.2K	﹤0.01%	1149
2024 Q3	$25.5K	Sell	500 -25	-5%	-$1.06K	﹤0.01%	1323
2024 Q2	$22.1K	Sell	525 -475	-48%	-$20.4K	﹤0.01%	1328
2024 Q1	$39.7K	Sell	1,000 -100	-9%	-$3.87K	﹤0.01%	1316
2023 Q4	$44.8K	Hold	1,100	–	–	﹤0.01%	744
2023 Q3	$47.6K	Sell	1,100 -1,000	-48%	-$45.3K	﹤0.01%	768
2023 Q2	$94K	Hold	2,100	–	–	0.01%	643
2023 Q1	$105K	Hold	2,100	–	–	0.01%	632
2022 Q4	$99.8K	Hold	2,100	–	–	0.01%	534
2022 Q3	$89K	Hold	2,100	–	–	0.01%	535
2022 Q2	$117K	Hold	2,100	–	–	0.01%	478
2022 Q1	$111K	Hold	2,100	–	–	0.01%	496
2021 Q4	$131K	Buy	+2,100	New	+$141K	0.01%	475

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

OMC

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Avior Wealth Management's MCHI Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2025, closing a stake of 1,071 shares — an estimated $50.2K sold.

Avior Wealth Management first reported a position in MCHI in Q4 2021 and held it in 13 quarters. The position peaked at $131K in Q4 2021. 294 funds tracked by Wall St. Rank hold MCHI as of Q1 2025.

Avior Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,071 iShares MSCI China ETF shares in Q1 2025, an estimated $50.2K.
Avior Wealth Management first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's iShares MSCI China ETF position peaked at $131K in Q4 2021.
294 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.