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Financial Advocates Investment Management’s iShares MSCI China ETF MCHI Stock Holding History

Financial Advocates Investment 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
-2,672
Closed -$203K – 795
2024
Q1 		$203K Buy
2,672
+278
+12% +$10.8K 0.01% 715
2023
Q4 		$253K Buy
+2,394
New +$101K 0.02% 622
2023
Q2 		– Sell
-13,779
Closed -$687K – 745
2023
Q1 		$687K Sell
13,779
-809
-6% -$41.2K 0.05% 358
2022
Q4 		$693K Sell
14,588
-585
-4% -$25.4K 0.05% 372
2022
Q3 		$646K Buy
15,173
+912
+6% +$45K 0.05% 347
2022
Q2 		$796K Sell
14,261
-1,368
-9% -$70.2K 0.06% 305
2022
Q1 		$827K Buy
15,629
+240
+2% +$14.1K 0.05% 337
2021
Q4 		$966K Buy
15,389
+192
+1% +$12.9K 0.06% 326
2021
Q3 		$1.03M Sell
15,197
-137
-0.9% -$9.86K 0.07% 308
2021
Q2 		$1.26M Sell
15,334
-6,362
-29% -$518K 0.08% 277
2021
Q1 		$1.77M Buy
21,696
+3,066
+16% +$269K 0.13% 193
2020
Q4 		$1.51M Sell
18,630
-640
-3% -$50.7K 0.1% 226
2020
Q3 		$1.43M Sell
19,270
-663
-3% -$48.6K 0.12% 183
2020
Q2 		$1.3M Buy
+19,933
New +$1.22M 0.12% 202
2020
Q1 		– Sell
-3,944
Closed -$253K – 521
2019
Q4 		$253K Buy
+3,944
New +$236K 0.03% 433

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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.9T AUM 41.92% 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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's MCHI Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares MSCI China ETF (MCHI) in Q2 2024, closing a stake of 2,672 shares — an estimated $203K sold.

Financial Advocates Investment Management first reported a position in MCHI in Q4 2019 and held it in 15 quarters. The position peaked at $1.77M in Q1 2021. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining iShares MSCI China ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,672 iShares MSCI China ETF shares in Q2 2024, an estimated $203K.
  • Financial Advocates Investment Management first reported a position in iShares MSCI China ETF in Q4 2019 and held it in 15 quarters.
  • Financial Advocates Investment Management's iShares MSCI China ETF position peaked at $1.77M in Q1 2021.
  • 268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.