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Engrave Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History

Engrave Wealth Partners’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
2020
Q2 		– Sell
-212
Closed -$12K – 471
2020
Q1 		$12K Buy
+212
New +$13.1K 0.01% 195

Other funds holding MCHI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Engrave Wealth Partners's MCHI Position: Q2 2020 in Review

Engrave Wealth Partners sold out of iShares MSCI China ETF (MCHI) in Q2 2020, closing a stake of 212 shares — an estimated $12K sold.

Engrave Wealth Partners first reported a position in MCHI in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 180 funds tracked by Wall St. Rank hold MCHI as of Q2 2020.

  • Engrave Wealth Partners reported no remaining iShares MSCI China ETF position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 212 iShares MSCI China ETF shares in Q2 2020, an estimated $12K.
  • Engrave Wealth Partners first reported a position in iShares MSCI China ETF in Q1 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's iShares MSCI China ETF position peaked at $12K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.