ICA Group Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-65	Closed	-$2.58K	–	1088
2024 Q1	$2.58K	Sell	65 -16	-20%	-$619	﹤0.01%	1143
2023 Q4	$3.3K	Buy	+81	New	+$3.41K	﹤0.01%	1104
2023 Q3	–	Sell	-91	Closed	-$4.07K	–	785
2023 Q2	$4.07K	Buy	+91	New	+$4.26K	﹤0.01%	1022
2023 Q1	–	Sell	-47	Closed	-$2.23K	–	1336
2022 Q4	$2.23K	Buy	+47	New	+$2.04K	﹤0.01%	1092

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 $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIH

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA Group Wealth Management's MCHI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q2 2024, closing a stake of 65 shares — an estimated $2.58K sold.

ICA Group Wealth Management first reported a position in MCHI in Q4 2022 and held it in 4 quarters. The position peaked at $4.07K in Q2 2023. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares MSCI China ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 65 iShares MSCI China ETF shares in Q2 2024, an estimated $2.58K.
ICA Group Wealth Management first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares MSCI China ETF position peaked at $4.07K in Q2 2023.
268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.