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Concourse Financial Group Securities’s iShares MSCI China ETF MCHI Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-107
Closed -$4.96K – 1251
2024
Q4 		$4.96K Sell
107
-158
-60% -$7.8K ﹤0.01% 1882
2024
Q3 		$13.5K Hold
265
– – ﹤0.01% 1614
2024
Q2 		$11.2K Sell
265
-96
-27% -$4.13K ﹤0.01% 1660
2024
Q1 		$14.3K Buy
361
+67
+23% +$2.59K ﹤0.01% 1603
2023
Q4 		$12K Sell
294
-7
-2% -$295 ﹤0.01% 1638
2023
Q3 		$13K Buy
301
+9
+3% +$408 ﹤0.01% 1566
2023
Q2 		$13.1K Sell
292
-7
-2% -$327 ﹤0.01% 1581
2023
Q1 		$14.9K Hold
299
– – ﹤0.01% 1549
2022
Q4 		$14.2K Hold
299
– – ﹤0.01% 1562
2022
Q3 		$13K Buy
299
+11
+4% +$543 ﹤0.01% 1423
2022
Q2 		$16K Buy
288
+59
+26% +$3.03K ﹤0.01% 1514
2022
Q1 		$12K Sell
229
-13
-5% -$765 ﹤0.01% 1635
2021
Q4 		$15K Buy
242
+233
+2,589% +$15.7K ﹤0.01% 1746
2021
Q3 		$1K Sell
9
-921
-99% -$66.3K ﹤0.01% 2330
2021
Q2 		$77K Buy
930
+304
+49% +$24.8K ﹤0.01% 1107
2021
Q1 		$51K Buy
626
+371
+145% +$32.5K ﹤0.01% 1216
2020
Q4 		$21K Buy
+255
New +$20.2K ﹤0.01% 1447

Other funds holding MCHI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Concourse Financial Group Securities's MCHI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares MSCI China ETF (MCHI) in Q1 2025, closing a stake of 107 shares — an estimated $4.96K sold.

Concourse Financial Group Securities first reported a position in MCHI in Q4 2020 and held it in 17 quarters. The position peaked at $77K in Q2 2021. 294 funds tracked by Wall St. Rank hold MCHI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares MSCI China ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 107 iShares MSCI China ETF shares in Q1 2025, an estimated $4.96K.
  • Concourse Financial Group Securities first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 17 quarters.
  • Concourse Financial Group Securities's iShares MSCI China ETF position peaked at $77K in Q2 2021.
  • 294 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.