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Colton Groome Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Colton Groome Financial Advisors’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
Q3 		– Sell
-17,250
Closed -$772K – 118
2023
Q2 		$772K Sell
17,250
-18,347
-52% -$858K 0.36% 62
2023
Q1 		$1.78M Buy
+35,597
New +$1.81M 0.85% 32

Other funds holding MCHI

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Colton Groome Financial Advisors's MCHI Position: Q3 2023 in Review

Colton Groome Financial Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 17,250 shares — an estimated $772K sold.

Colton Groome Financial Advisors first reported a position in MCHI in Q1 2023 and held it in 2 quarters. The position peaked at $1.78M in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • Colton Groome Financial Advisors reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 17,250 iShares MSCI China ETF shares in Q3 2023, an estimated $772K.
  • Colton Groome Financial Advisors first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 2 quarters.
  • Colton Groome Financial Advisors's iShares MSCI China ETF position peaked at $1.78M in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.