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

Beaird Harris 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
2023 Q2	–	Sell	-1,966	Closed	-$98.1K	–	489
2023 Q1	$98.1K	Hold	1,966	–	–	0.02%	129
2022 Q4	$93.4K	Hold	1,966	–	–	0.02%	136
2022 Q3	$84K	Hold	1,966	–	–	0.02%	126
2022 Q2	$110K	Hold	1,966	–	–	0.03%	89
2022 Q1	$104K	Hold	1,966	–	–	0.04%	128
2021 Q4	$123K	Buy	+1,966	New	+$132K	0.04%	145

Other funds holding MCHI

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

RBA

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beaird Harris Wealth Management's MCHI Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 1,966 shares — an estimated $98.1K sold.

Beaird Harris Wealth Management first reported a position in MCHI in Q4 2021 and held it in 6 quarters. The position peaked at $123K in Q4 2021. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

Beaird Harris Wealth Management reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 1,966 iShares MSCI China ETF shares in Q2 2023, an estimated $98.1K.
Beaird Harris Wealth Management first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 6 quarters.
Beaird Harris Wealth Management's iShares MSCI China ETF position peaked at $123K in Q4 2021.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.