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Carroll Financial Associates’s iShares MSCI China ETF MCHI Stock Holding History

Carroll Financial Associates’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
-3,741
Closed -$214K – 1612
2020
Q1 		$214K Hold
3,741
– – 0.02% 292
2019
Q4 		$239K Sell
3,741
-216
-5% -$12.9K 0.02% 322
2019
Q3 		$221K Hold
3,957
– – 0.02% 341
2019
Q2 		$235K Hold
3,957
– – 0.02% 325
2019
Q1 		$247K Hold
3,957
– – 0.02% 291
2018
Q4 		$212K Buy
+3,957
New +$217K 0.02% 261

Other funds holding MCHI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carroll Financial Associates's MCHI Position: Q2 2020 in Review

Carroll Financial Associates sold out of iShares MSCI China ETF (MCHI) in Q2 2020, closing a stake of 3,741 shares — an estimated $214K sold.

Carroll Financial Associates first reported a position in MCHI in Q4 2018 and held it in 6 quarters. The position peaked at $247K in Q1 2019. 180 funds tracked by Wall St. Rank hold MCHI as of Q2 2020.

  • Carroll Financial Associates reported no remaining iShares MSCI China ETF position as of Q2 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 3,741 iShares MSCI China ETF shares in Q2 2020, an estimated $214K.
  • Carroll Financial Associates first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 6 quarters.
  • Carroll Financial Associates's iShares MSCI China ETF position peaked at $247K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.