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

IAG 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
2024 Q1	–	Sell	-810	Closed	-$33K	–	456
2023 Q4	$33K	Hold	810	–	–	0.01%	193
2023 Q3	$35.1K	Hold	810	–	–	0.01%	171
2023 Q2	$36.2K	Hold	810	–	–	0.01%	183
2023 Q1	$40.4K	Hold	810	–	–	0.01%	157
2022 Q4	$38.5K	Hold	810	–	–	0.01%	161
2022 Q3	$34K	Hold	810	–	–	0.01%	158
2022 Q2	$45K	Buy	810 +250	+45%	+$12.8K	0.01%	138
2022 Q1	$30K	Hold	560	–	–	0.01%	182
2021 Q4	$35K	Hold	560	–	–	0.01%	171
2021 Q3	$38K	Hold	560	–	–	0.01%	142
2021 Q2	$47K	Hold	560	–	–	0.02%	125
2021 Q1	$46K	Hold	560	–	–	0.02%	122
2020 Q4	$46K	Hold	560	–	–	0.02%	115
2020 Q3	$42K	Hold	560	–	–	0.02%	113
2020 Q2	$37K	Sell	560 -1,180	-68%	-$72.5K	0.02%	120
2020 Q1	$100K	Buy	1,740 +250	+17%	+$15.5K	0.07%	63
2019 Q4	$96K	Buy	+1,490	New	+$89.2K	0.06%	66

Other funds holding MCHI

RBA

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

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

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

IAG Wealth Partners's MCHI Position: Q1 2024 in Review

IAG Wealth Partners sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 810 shares — an estimated $33K sold.

IAG Wealth Partners first reported a position in MCHI in Q4 2019 and held it in 17 quarters. The position peaked at $100K in Q1 2020. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

IAG Wealth Partners reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
IAG Wealth Partners sold 810 iShares MSCI China ETF shares in Q1 2024, an estimated $33K.
IAG Wealth Partners first reported a position in iShares MSCI China ETF in Q4 2019 and held it in 17 quarters.
IAG Wealth Partners's iShares MSCI China ETF position peaked at $100K in Q1 2020.
265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.