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CreativeOne Wealth’s iShares MSCI China ETF MCHI Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-11,022
Closed -$438K – 863
2024
Q1 		$438K Buy
+11,022
New +$427K 0.02% 601
2021
Q3 		– Sell
-3,770
Closed -$311K – 718
2021
Q2 		$311K Sell
3,770
-7,664
-67% -$624K 0.02% 527
2021
Q1 		$934K Buy
11,434
+8,650
+311% +$759K 0.07% 217
2020
Q4 		$225K Buy
+2,784
New +$220K 0.02% 461

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 $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CreativeOne Wealth's MCHI Position: Q2 2024 in Review

CreativeOne Wealth sold out of iShares MSCI China ETF (MCHI) in Q2 2024, closing a stake of 11,022 shares — an estimated $438K sold.

CreativeOne Wealth first reported a position in MCHI in Q4 2020 and held it in 4 quarters. The position peaked at $934K in Q1 2021. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

  • CreativeOne Wealth reported no remaining iShares MSCI China ETF position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 11,022 iShares MSCI China ETF shares in Q2 2024, an estimated $438K.
  • CreativeOne Wealth first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 4 quarters.
  • CreativeOne Wealth's iShares MSCI China ETF position peaked at $934K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.