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Hefty Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$889K Buy
+12,960
New +$920K 0.57% 53

Other funds holding MCHI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hefty Wealth Partners's MCHI Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in iShares MSCI China ETF (MCHI) in Q1 2018: 12,960 shares worth $889K. The stake represents 0.57% of the portfolio and ranks #53 among its holdings.

128 funds tracked by Wall St. Rank hold MCHI as of Q1 2018.

  • Hefty Wealth Partners held 12,960 shares of iShares MSCI China ETF worth $889K as of Q1 2018.
  • iShares MSCI China ETF was a new Hefty Wealth Partners position in Q1 2018.
  • iShares MSCI China ETF made up 0.57% of Hefty Wealth Partners's portfolio in Q1 2018, its #53 holding.
  • 128 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.