Center for Financial Planning’s iShares MSCI China ETF MCHI Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-250	Closed	-$10.8K	–	534
2023 Q3	$10.8K	Hold	250	–	–	﹤0.01%	349
2023 Q2	$11.2K	Hold	250	–	–	﹤0.01%	370
2023 Q1	$12.5K	Hold	250	–	–	﹤0.01%	334
2022 Q4	$11.9K	Hold	250	–	–	﹤0.01%	340
2022 Q3	$11K	Hold	250	–	–	﹤0.01%	350
2022 Q2	$14K	Hold	250	–	–	﹤0.01%	329
2022 Q1	$13K	Hold	250	–	–	﹤0.01%	348
2021 Q4	$16K	Hold	250	–	–	﹤0.01%	333
2021 Q3	$17K	Hold	250	–	–	﹤0.01%	316
2021 Q2	$21K	Hold	250	–	–	0.01%	304
2021 Q1	$20K	Hold	250	–	–	0.01%	306
2020 Q4	$20K	Hold	250	–	–	0.01%	284
2020 Q3	$19K	Hold	250	–	–	0.01%	265
2020 Q2	$16K	Buy	+250	New	+$15.4K	0.01%	276

Other funds holding MCHI

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Center for Financial Planning's MCHI Position: Q4 2023 in Review

Center for Financial Planning sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 250 shares — an estimated $10.8K sold.

Center for Financial Planning first reported a position in MCHI in Q2 2020 and held it in 14 quarters. The position peaked at $21K in Q2 2021. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

Center for Financial Planning reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
Center for Financial Planning sold 250 iShares MSCI China ETF shares in Q4 2023, an estimated $10.8K.
Center for Financial Planning first reported a position in iShares MSCI China ETF in Q2 2020 and held it in 14 quarters.
Center for Financial Planning's iShares MSCI China ETF position peaked at $21K in Q2 2021.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.