Cerity Partners’s iShares MSCI China ETF MCHI Stock Holding History

Cerity Partners’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 Q1	–	Sell	-11,528	Closed	-$470K	–	2327
2023 Q4	$470K	Buy	+11,528	New	+$486K	﹤0.01%	1295
2022 Q1	–	Sell	-7,075	Closed	-$444K	–	1040
2021 Q4	$444K	Buy	+7,075	New	+$475K	0.01%	629

Other funds holding MCHI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Cerity Partners's MCHI Position: Q1 2024 in Review

Cerity Partners sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 11,528 shares — an estimated $470K sold.

Cerity Partners first reported a position in MCHI in Q4 2021 and held it in 2 quarters. The position peaked at $470K in Q4 2023. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

Cerity Partners reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
Cerity Partners sold 11,528 iShares MSCI China ETF shares in Q1 2024, an estimated $470K.
Cerity Partners first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 2 quarters.
Cerity Partners's iShares MSCI China ETF position peaked at $470K in Q4 2023.
265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.