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Founders Financial Alliance’s iShares MSCI China ETF MCHI Stock Holding History

Founders Financial Alliance’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
2023
Q3 		– Sell
-82
Closed -$3.67K – 497
2023
Q2 		$3.67K Buy
+82
New +$3.84K ﹤0.01% 481
2021
Q1 		– Sell
-57
Closed -$5K – 479
2020
Q4 		$5K Buy
+57
New +$4.51K ﹤0.01% 387

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Founders Financial Alliance's MCHI Position: Q3 2023 in Review

Founders Financial Alliance sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 82 shares — an estimated $3.67K sold.

Founders Financial Alliance first reported a position in MCHI in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • Founders Financial Alliance reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 82 iShares MSCI China ETF shares in Q3 2023, an estimated $3.67K.
  • Founders Financial Alliance first reported a position in iShares MSCI China ETF in Q4 2020 and held it in 2 quarters.
  • Founders Financial Alliance's iShares MSCI China ETF position peaked at $5K in Q4 2020.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Founders Financial Alliance's 13F filing for Q3 2023, filed 13 Nov 2023.