BG
MCHI icon

Bellevue Group’s iShares MSCI China ETF MCHI Stock Holding History

Bellevue Group’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
Q1 		– Sell
-4,100
Closed -$167K – 175
2023
Q4 		$167K Hold
4,100
– – ﹤0.01% 151
2023
Q3 		$177K Hold
4,100
– – ﹤0.01% 144
2023
Q2 		$183K Hold
4,100
– – ﹤0.01% 145
2023
Q1 		$205K Hold
4,100
– – ﹤0.01% 145
2022
Q4 		$195K Hold
4,100
– – ﹤0.01% 156
2022
Q3 		$174K Hold
4,100
– – ﹤0.01% 156
2022
Q2 		$229K Buy
+4,100
New +$210K ﹤0.01% 154

Other funds holding MCHI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Bellevue Group's MCHI Position: Q1 2024 in Review

Bellevue Group sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 4,100 shares — an estimated $167K sold.

Bellevue Group first reported a position in MCHI in Q2 2022 and held it in 7 quarters. The position peaked at $229K in Q2 2022. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

  • Bellevue Group reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
  • Bellevue Group sold 4,100 iShares MSCI China ETF shares in Q1 2024, an estimated $167K.
  • Bellevue Group first reported a position in iShares MSCI China ETF in Q2 2022 and held it in 7 quarters.
  • Bellevue Group's iShares MSCI China ETF position peaked at $229K in Q2 2022.
  • 265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on Bellevue Group's 13F filing for Q1 2024, filed 15 May 2024.