Constellation Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$736K Hold
16,800
0.08% 59
2015
Q2
$941K Sell
16,800
-2,025
-11% -$123K 0.08% 126
2015
Q1
$1.03M Buy
18,825
+2,825
+18% +$146K 0.09% 125
2014
Q4
$804K Buy
+16,000
New +$777K 0.07% 127

Other funds holding MCHI

Constellation Wealth Advisors's MCHI Position: Q3 2015 in Review

Constellation Wealth Advisors held its iShares MSCI China ETF (MCHI) position steady in Q3 2015 at 16,800 shares worth $736K. The position accounts for 0.08% of the portfolio, ranked #59.

Constellation Wealth Advisors first reported a position in MCHI in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2015. 67 funds tracked by Wall St. Rank hold MCHI as of Q3 2015.

  • Constellation Wealth Advisors held 16,800 shares of iShares MSCI China ETF worth $736K as of Q3 2015.
  • Constellation Wealth Advisors left its iShares MSCI China ETF share count unchanged in Q3 2015.
  • iShares MSCI China ETF made up 0.08% of Constellation Wealth Advisors's portfolio in Q3 2015, its #59 holding.
  • Constellation Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2014 and has held it in 4 quarters since.
  • Constellation Wealth Advisors's iShares MSCI China ETF position peaked at $1.03M in Q1 2015.
  • 67 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.