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EverSource Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-23
Closed -$937 – 2955
2023
Q4 		$937 Hold
23
– – ﹤0.01% 2419
2023
Q3 		$996 Hold
23
– – ﹤0.01% 2222
2023
Q2 		$1.03K Buy
+23
New +$1.08K ﹤0.01% 2214

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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

EverSource Wealth Advisors's MCHI Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 23 shares — an estimated $937 sold.

EverSource Wealth Advisors first reported a position in MCHI in Q2 2023 and held it in 3 quarters. The position peaked at $1.03K in Q2 2023. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 23 iShares MSCI China ETF shares in Q1 2024, an estimated $937.
  • EverSource Wealth Advisors first reported a position in iShares MSCI China ETF in Q2 2023 and held it in 3 quarters.
  • EverSource Wealth Advisors's iShares MSCI China ETF position peaked at $1.03K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.