Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CFFP
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
Shares
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
$777B AUM
61.18%
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
$1.37T AUM
24.88%
1-Year Est. Return
OMC
Old Mission Capital
Chicago, Illinois
$6.3B AUM
14.68%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
BA
Bridgewater Associates
Westport, Connecticut
$22.4B AUM
34.48%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close