EPG Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

EPG Wealth Management’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	-201	Closed	-$7.99K	–	456
2024 Q1	$7.99K	Hold	201	–	–	﹤0.01%	397
2023 Q4	$7.53K	Hold	201	–	–	﹤0.01%	385
2023 Q3	$8.7K	Hold	201	–	–	﹤0.01%	371
2023 Q2	$8.99K	Hold	201	–	–	﹤0.01%	361
2023 Q1	$10K	Hold	201	–	–	﹤0.01%	363
2022 Q4	$9.55K	Hold	201	–	–	﹤0.01%	333
2022 Q3	$9K	Buy	+201	New	+$9.92K	﹤0.01%	336

Other funds holding MCHI

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

EPG Wealth Management's MCHI Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q2 2024, closing a stake of 201 shares — an estimated $7.99K sold.

EPG Wealth Management first reported a position in MCHI in Q3 2022 and held it in 7 quarters. The position peaked at $10K in Q1 2023. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

EPG Wealth Management reported no remaining iShares MSCI China ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 201 iShares MSCI China ETF shares in Q2 2024, an estimated $7.99K.
EPG Wealth Management first reported a position in iShares MSCI China ETF in Q3 2022 and held it in 7 quarters.
EPG Wealth Management's iShares MSCI China ETF position peaked at $10K in Q1 2023.
268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.