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Insight Wealth Strategies’s iShares MSCI China ETF MCHI Stock Holding History

Insight Wealth Strategies’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
2019
Q4 		– Sell
-12,993
Closed -$729K – 205
2019
Q3 		$729K Sell
12,993
-45
-0.3% -$2.59K 0.17% 91
2019
Q2 		$775K Buy
+13,038
New +$783K 0.19% 78

Other funds holding MCHI

RBA
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Insight Wealth Strategies's MCHI Position: Q4 2019 in Review

Insight Wealth Strategies sold out of iShares MSCI China ETF (MCHI) in Q4 2019, closing a stake of 12,993 shares — an estimated $729K sold.

Insight Wealth Strategies first reported a position in MCHI in Q2 2019 and held it in 2 quarters. The position peaked at $775K in Q2 2019. 194 funds tracked by Wall St. Rank hold MCHI as of Q4 2019.

  • Insight Wealth Strategies reported no remaining iShares MSCI China ETF position as of Q4 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 12,993 iShares MSCI China ETF shares in Q4 2019, an estimated $729K.
  • Insight Wealth Strategies first reported a position in iShares MSCI China ETF in Q2 2019 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares MSCI China ETF position peaked at $775K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2019.

Based on Insight Wealth Strategies's 13F filing for Q4 2019, filed 21 Feb 2020.