IFAM
MCHI icon

Institutional & Family Asset Management’s iShares MSCI China ETF MCHI Stock Holding History

Institutional & Family Asset 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 		$37.4K Hold
886
– – 0.01% 267
2024
Q1 		$35.2K Buy
+886
New +$34.3K 0.01% 275
2023
Q4 		– Sell
-156
Closed -$6.75K – 736
2023
Q3 		$6.75K Hold
156
– – ﹤0.01% 424
2023
Q2 		$6.98K Buy
156
+19
+14% +$889 ﹤0.01% 425
2023
Q1 		$6.83K Sell
137
-8,401
-98% -$427K ﹤0.01% 428
2022
Q4 		$406K Sell
8,538
-908
-10% -$39.4K 0.07% 118
2022
Q3 		$402K Sell
9,446
-2,502
-21% -$124K 0.07% 115
2022
Q2 		$667K Buy
11,948
+11,663
+4,092% +$599K 0.11% 103
2022
Q1 		$15K Buy
285
+165
+138% +$9.71K ﹤0.01% 392
2021
Q4 		$8K Hold
120
– – ﹤0.01% 479
2021
Q3 		$8K Sell
120
-150
-56% -$10.8K ﹤0.01% 585
2021
Q2 		$22K Hold
270
– – ﹤0.01% 465
2021
Q1 		$22K Sell
270
-227
-46% -$19.9K ﹤0.01% 478
2020
Q4 		$40K Hold
497
– – 0.01% 360
2020
Q3 		$37K Hold
497
– – 0.01% 323
2020
Q2 		$33K Hold
497
– – 0.01% 343
2020
Q1 		$28K Hold
497
– – 0.01% 321
2019
Q4 		$32K Hold
497
– – 0.01% 368
2019
Q3 		$28K Buy
497
+18
+4% +$1.04K 0.01% 362
2019
Q2 		$28K Buy
479
+339
+242% +$20.4K 0.01% 377
2019
Q1 		$9K Hold
140
– – ﹤0.01% 523
2018
Q4 		$7K Sell
140
-7
-5% -$384 ﹤0.01% 535
2018
Q3 		$9K Buy
147
+62
+73% +$3.81K ﹤0.01% 544
2018
Q2 		$5K Buy
85
+7
+9% +$478 ﹤0.01% 616
2018
Q1 		$5K Buy
+78
New +$5.54K ﹤0.01% 598

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
Jane Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's MCHI Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares MSCI China ETF (MCHI) position steady in Q2 2024 at 886 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #267.

Institutional & Family Asset Management first reported a position in MCHI in Q1 2018 and has held it in 25 quarters since. The position peaked at $667K in Q2 2022. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

  • Institutional & Family Asset Management held 886 shares of iShares MSCI China ETF worth $37.4K as of Q2 2024.
  • Institutional & Family Asset Management left its iShares MSCI China ETF share count unchanged in Q2 2024.
  • iShares MSCI China ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #267 holding.
  • Institutional & Family Asset Management first reported a position in iShares MSCI China ETF in Q1 2018 and has held it in 25 quarters since.
  • Institutional & Family Asset Management's iShares MSCI China ETF position peaked at $667K in Q2 2022.
  • 268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.