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

Heritage 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
2023 Q2	–	Sell	-95	Closed	-$4.74K	–	581
2023 Q1	$4.74K	Buy	+95	New	+$4.83K	﹤0.01%	476
2019 Q4	–	Sell	-1,108	Closed	-$62K	–	719
2019 Q3	$62K	Buy	+1,108	New	+$63.8K	0.01%	253

Other funds holding MCHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Heritage Wealth Advisors's MCHI Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 95 shares — an estimated $4.74K sold.

Heritage Wealth Advisors first reported a position in MCHI in Q3 2019 and held it in 2 quarters. The position peaked at $62K in Q3 2019. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

Heritage Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 95 iShares MSCI China ETF shares in Q2 2023, an estimated $4.74K.
Heritage Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2019 and held it in 2 quarters.
Heritage Wealth Advisors's iShares MSCI China ETF position peaked at $62K in Q3 2019.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.