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

Founders Financial Securities’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
-39,224
Closed -$1.75M – 346
2023
Q2 		$1.75M Buy
39,224
+2,647
+7% +$124K 0.23% 84
2023
Q1 		$1.82M Buy
+36,577
New +$1.86M 0.26% 79

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 Securities's MCHI Position: Q3 2023 in Review

Founders Financial Securities sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 39,224 shares — an estimated $1.75M sold.

Founders Financial Securities first reported a position in MCHI in Q1 2023 and held it in 2 quarters. The position peaked at $1.82M in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • Founders Financial Securities reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
  • Founders Financial Securities sold 39,224 iShares MSCI China ETF shares in Q3 2023, an estimated $1.75M.
  • Founders Financial Securities first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 2 quarters.
  • Founders Financial Securities's iShares MSCI China ETF position peaked at $1.82M in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Founders Financial Securities's 13F filing for Q3 2023, filed 17 Oct 2023.