Core Wealth Advisors (Florida)’s iShares MSCI China ETF MCHI Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-200	Closed	-$8.66K	–	279
2023 Q3	$8.66K	Hold	200	–	–	﹤0.01%	170
2023 Q2	$8.95K	Hold	200	–	–	﹤0.01%	164
2023 Q1	$9.98K	Buy	+200	New	+$10.2K	﹤0.01%	152
2020 Q2	–	Sell	-398	Closed	-$23K	–	150
2020 Q1	$23K	Sell	398 -473	-54%	-$29.3K	0.02%	67
2019 Q4	$56K	Buy	+871	New	+$52.1K	0.03%	48

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MCHI Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 200 shares — an estimated $8.66K sold.

Core Wealth Advisors (Florida) first reported a position in MCHI in Q4 2019 and held it in 5 quarters. The position peaked at $56K in Q4 2019. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 200 iShares MSCI China ETF shares in Q4 2023, an estimated $8.66K.
Core Wealth Advisors (Florida) first reported a position in iShares MSCI China ETF in Q4 2019 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s iShares MSCI China ETF position peaked at $56K in Q4 2019.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.