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Carolinas Wealth Consulting’s iShares MSCI China ETF MCHI Stock Holding History

Carolinas Wealth Consulting’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
-178
Closed -$8.88K – 1099
2023
Q1 		$8.88K Buy
+178
New +$9.06K ﹤0.01% 622

Other funds holding MCHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Carolinas Wealth Consulting's MCHI Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 178 shares — an estimated $8.88K sold.

Carolinas Wealth Consulting first reported a position in MCHI in Q1 2023 and held it in 1 quarter. The position peaked at $8.88K in Q1 2023. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 178 iShares MSCI China ETF shares in Q2 2023, an estimated $8.88K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's iShares MSCI China ETF position peaked at $8.88K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.