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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return