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

Beam 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
2020
Q2 		– Sell
-22,784
Closed -$1.3M – 156
2020
Q1 		$1.3M Buy
22,784
+15,938
+233% +$986K 1.29% 22
2019
Q4 		$439K Buy
+6,846
New +$410K 0.41% 81

Other funds holding MCHI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beam Wealth Advisors's MCHI Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2020, closing a stake of 22,784 shares — an estimated $1.3M sold.

Beam Wealth Advisors first reported a position in MCHI in Q4 2019 and held it in 2 quarters. The position peaked at $1.3M in Q1 2020. 180 funds tracked by Wall St. Rank hold MCHI as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 22,784 iShares MSCI China ETF shares in Q2 2020, an estimated $1.3M.
  • Beam Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares MSCI China ETF position peaked at $1.3M in Q1 2020.
  • 180 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.