Intercontinental Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$215K	Sell	4,802 -97	-2%	-$4.54K	0.05%	296
2023 Q1	$244K	Hold	4,899	–	–	0.06%	282
2022 Q4	$233K	Hold	4,899	–	–	0.07%	254
2022 Q3	$209K	Sell	4,899 -260	-5%	-$12.8K	0.07%	256
2022 Q2	$288K	Buy	+5,159	New	+$265K	0.08%	236
2020 Q2	–	Sell	-8,577	Closed	-$491K	–	187
2020 Q1	$491K	Buy	8,577 +2,030	+31%	+$126K	0.26%	88
2019 Q4	$414K	Sell	6,547 -2,147	-25%	-$128K	0.35%	52
2019 Q3	$488K	Hold	8,694	–	–	0.3%	61
2019 Q2	$517K	Sell	8,694 -4,435	-34%	-$266K	0.27%	55
2019 Q1	$820K	Hold	13,129	–	–	0.41%	41
2018 Q4	$691K	Sell	13,129 -1,100	-8%	-$60.4K	0.39%	43
2018 Q3	$852K	Sell	14,229 -260	-2%	-$16K	0.43%	42
2018 Q2	$936K	Hold	14,489	–	–	0.52%	38
2018 Q1	$994K	Sell	14,489 -18,856	-57%	-$1.34M	0.58%	38
2017 Q4	$2.22M	Hold	33,345	–	–	1.24%	20
2017 Q3	$2.1M	Buy	33,345 +440	+1%	+$26.5K	1.28%	22
2017 Q2	$1.8M	Buy	32,905 +19,310	+142%	+$1.02M	1.16%	25
2017 Q1	$679K	Buy	+13,595	New	+$655K	0.41%	53

Other funds holding MCHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Intercontinental Wealth Advisors's MCHI Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares MSCI China ETF (MCHI) stake by 2% in Q2 2023, selling an estimated $4.54K and leaving 4,802 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #296.

Intercontinental Wealth Advisors first reported a position in MCHI in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.22M in Q4 2017. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

Intercontinental Wealth Advisors held 4,802 shares of iShares MSCI China ETF worth $215K as of Q2 2023.
Intercontinental Wealth Advisors sold 97 iShares MSCI China ETF shares in Q2 2023, an estimated $4.54K.
iShares MSCI China ETF made up 0.05% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #296 holding.
Intercontinental Wealth Advisors first reported a position in iShares MSCI China ETF in Q1 2017 and has held it in 18 quarters since.
Intercontinental Wealth Advisors's iShares MSCI China ETF position peaked at $2.22M in Q4 2017.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.