Capital Analysts LLC’s iShares MSCI China ETF MCHI Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-21	Closed	-$1K	–	1341
2024 Q2	$1K	Sell	21 -402	-95%	-$17.3K	﹤0.01%	1163
2024 Q1	$17K	Buy	423 +402	+1,914%	+$15.6K	﹤0.01%	854
2023 Q4	$1K	Hold	21	–	–	﹤0.01%	1064
2023 Q3	$1K	Hold	21	–	–	﹤0.01%	1116
2023 Q2	$1K	Hold	21	–	–	﹤0.01%	976
2023 Q1	$1K	Hold	21	–	–	﹤0.01%	950
2022 Q4	$1K	Hold	21	–	–	﹤0.01%	1030
2022 Q3	$1K	Sell	21 -13	-38%	-$642	﹤0.01%	1057
2022 Q2	$2K	Buy	34 +13	+62%	+$667	﹤0.01%	946
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	901
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	980
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	957
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	885
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	974
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	692
2020 Q3	$2K	Buy	+21	New	+$1.54K	﹤0.01%	708

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Capital Analysts LLC's MCHI Position: Q3 2024 in Review

Capital Analysts LLC sold out of iShares MSCI China ETF (MCHI) in Q3 2024, closing a stake of 21 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in MCHI in Q3 2020 and held it in 16 quarters. The position peaked at $17K in Q1 2024. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2024.

Capital Analysts LLC reported no remaining iShares MSCI China ETF position as of Q3 2024 after selling out during the quarter.
Capital Analysts LLC sold 21 iShares MSCI China ETF shares in Q3 2024, an estimated $1K.
Capital Analysts LLC first reported a position in iShares MSCI China ETF in Q3 2020 and held it in 16 quarters.
Capital Analysts LLC's iShares MSCI China ETF position peaked at $17K in Q1 2024.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2024.

Based on Capital Analysts LLC's 13F filing for Q3 2024, filed 13 Nov 2024.