IFP Advisors’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $114K | Buy |
2,072
+2,000
| +2,778% | +$110K | ﹤0.01% | 1556 |
|
2025
Q1 | $3.92K | Sell |
72
-361
| -83% | -$19.6K | ﹤0.01% | 2925 |
|
2024
Q4 | $20.3K | Sell |
433
-161
| -27% | -$7.54K | ﹤0.01% | 2239 |
|
2024
Q3 | $30.2K | Buy |
594
+499
| +525% | +$25.4K | ﹤0.01% | 1958 |
|
2024
Q2 | $4.01K | Hold |
95
| – | – | ﹤0.01% | 2634 |
|
2024
Q1 | $3.77K | Sell |
95
-112
| -54% | -$4.45K | ﹤0.01% | 2532 |
|
2023
Q4 | $8.43K | Buy |
207
+4
| +2% | +$163 | ﹤0.01% | 2251 |
|
2023
Q3 | $8.79K | Sell |
203
-469
| -70% | -$20.3K | ﹤0.01% | 2303 |
|
2023
Q2 | $30.1K | Sell |
672
-23
| -3% | -$1.03K | ﹤0.01% | 1829 |
|
2023
Q1 | $48.6K | Sell |
695
-5,451
| -89% | -$381K | ﹤0.01% | 1587 |
|
2022
Q4 | $428K | Buy |
6,146
+5,035
| +453% | +$351K | 0.01% | 957 |
|
2022
Q3 | $80K | Sell |
1,111
-1
| -0.1% | -$72 | ﹤0.01% | 2014 |
|
2022
Q2 | $79K | Hold |
1,112
| – | – | ﹤0.01% | 1845 |
|
2022
Q1 | $79K | Sell |
1,112
-242
| -18% | -$17.2K | ﹤0.01% | 1845 |
|
2021
Q4 | $86K | Buy |
1,354
+7
| +0.5% | +$445 | ﹤0.01% | 1305 |
|
2021
Q3 | $91K | Hold |
1,347
| – | – | ﹤0.01% | 1293 |
|
2021
Q2 | $111K | Sell |
1,347
-16
| -1% | -$1.32K | ﹤0.01% | 1192 |
|
2021
Q1 | $110K | Sell |
1,363
-300
| -18% | -$24.2K | ﹤0.01% | 1138 |
|
2020
Q4 | $134K | Hold |
1,663
| – | – | 0.01% | 988 |
|
2020
Q3 | $122K | Sell |
1,663
-5,852
| -78% | -$429K | 0.01% | 904 |
|
2020
Q2 | $492K | Sell |
7,515
-123
| -2% | -$8.05K | 0.04% | 422 |
|
2020
Q1 | $450K | Sell |
7,638
-212
| -3% | -$12.5K | 0.05% | 377 |
|
2019
Q4 | $505K | Buy |
7,850
+6,058
| +338% | +$390K | 0.04% | 424 |
|
2019
Q3 | $100K | Buy |
+1,792
| New | +$100K | 0.01% | 1059 |
|
2019
Q1 | $203K | Buy |
3,242
+639
| +25% | +$40K | 0.03% | 465 |
|
2018
Q4 | $137K | Sell |
2,603
-1,691
| -39% | -$89K | 0.01% | 1026 |
|
2018
Q3 | $257K | Sell |
4,294
-9,985
| -70% | -$598K | 0.01% | 942 |
|
2018
Q2 | $922K | Buy |
14,279
+13,027
| +1,040% | +$841K | 0.04% | 437 |
|
2018
Q1 | $83K | Hold |
1,252
| – | – | ﹤0.01% | 1497 |
|
2017
Q4 | $83K | Buy |
1,252
+850
| +211% | +$56.4K | ﹤0.01% | 1495 |
|
2017
Q3 | $25K | Buy |
402
+246
| +158% | +$15.3K | ﹤0.01% | 2423 |
|
2017
Q2 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 3060 |
|
2016
Q2 | – | Sell |
-3,242
| Closed | -$203K | – | 4047 |
|
2016
Q1 | $203K | Buy |
+3,242
| New | +$203K | 0.03% | 465 |
|