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

Ehrlich Financial Group’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 Q3	–	Sell	-11,945	Closed	-$504K	–	119
2024 Q2	$504K	Sell	11,945 -861	-7%	-$37K	0.4%	51
2024 Q1	$509K	Sell	12,806 -2,216	-15%	-$85.8K	0.43%	53
2023 Q4	$612K	Buy	+15,022	New	+$633K	0.61%	45

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ehrlich Financial Group's MCHI Position: Q3 2024 in Review

Ehrlich Financial Group sold out of iShares MSCI China ETF (MCHI) in Q3 2024, closing a stake of 11,945 shares — an estimated $504K sold.

Ehrlich Financial Group first reported a position in MCHI in Q4 2023 and held it in 3 quarters. The position peaked at $612K in Q4 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2024.

Ehrlich Financial Group reported no remaining iShares MSCI China ETF position as of Q3 2024 after selling out during the quarter.
Ehrlich Financial Group sold 11,945 iShares MSCI China ETF shares in Q3 2024, an estimated $504K.
Ehrlich Financial Group first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 3 quarters.
Ehrlich Financial Group's iShares MSCI China ETF position peaked at $612K in Q4 2023.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2024.

Based on Ehrlich Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.