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Independent Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-12,345
Closed -$628K – 1208
2024
Q3 		$628K Buy
+12,345
New +$523K 0.02% 581

Other funds holding MCHI

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Financial Group's MCHI Position: Q4 2024 in Review

Independent Financial Group sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 12,345 shares — an estimated $628K sold.

Independent Financial Group first reported a position in MCHI in Q3 2024 and held it in 1 quarter. The position peaked at $628K in Q3 2024. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

  • Independent Financial Group reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 12,345 iShares MSCI China ETF shares in Q4 2024, an estimated $628K.
  • Independent Financial Group first reported a position in iShares MSCI China ETF in Q3 2024 and held it in 1 quarter.
  • Independent Financial Group's iShares MSCI China ETF position peaked at $628K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.