IPG Investment Advisors’s iShares MSCI China ETF MCHI Stock Holding History

IPG Investment 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
2024 Q3	–	Sell	-7,907	Closed	-$333K	–	197
2024 Q2	$333K	Buy	+7,907	New	+$340K	0.07%	116
2023 Q4	–	Sell	-6,043	Closed	-$262K	–	208
2023 Q3	$262K	Hold	6,043	–	–	0.06%	135
2023 Q2	$270K	Hold	6,043	–	–	0.06%	137
2023 Q1	$301K	Sell	6,043 -431	-7%	-$21.9K	0.07%	119
2022 Q4	$308K	Buy	6,474 +495	+8%	+$21.5K	0.09%	97
2022 Q3	$254K	Sell	5,979 -13,812	-70%	-$682K	0.07%	103
2022 Q2	$1.1M	Buy	19,791 +12,738	+181%	+$654K	0.28%	54
2022 Q1	$373K	Sell	7,053 -12,500	-64%	-$736K	0.07%	108
2021 Q4	$1.23M	Buy	19,553 +13,989	+251%	+$940K	0.22%	66
2021 Q3	$376K	Buy	5,564 +2,412	+77%	+$174K	0.12%	80
2021 Q2	$260K	Hold	3,152	–	–	0.08%	113
2021 Q1	$258K	Buy	+3,152	New	+$276K	0.05%	160
2020 Q3	–	Sell	-5,958	Closed	-$390K	–	162
2020 Q2	$390K	Hold	5,958	–	–	0.13%	84
2020 Q1	$341K	Hold	5,958	–	–	0.14%	86
2019 Q4	$382K	Sell	5,958 -238	-4%	-$14.2K	0.12%	95
2019 Q3	$347K	Buy	+6,196	New	+$357K	0.12%	90

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IPG Investment Advisors's MCHI Position: Q3 2024 in Review

IPG Investment Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2024, closing a stake of 7,907 shares — an estimated $333K sold.

IPG Investment Advisors first reported a position in MCHI in Q3 2019 and held it in 16 quarters. The position peaked at $1.23M in Q4 2021. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2024.

IPG Investment Advisors reported no remaining iShares MSCI China ETF position as of Q3 2024 after selling out during the quarter.
IPG Investment Advisors sold 7,907 iShares MSCI China ETF shares in Q3 2024, an estimated $333K.
IPG Investment Advisors first reported a position in iShares MSCI China ETF in Q3 2019 and held it in 16 quarters.
IPG Investment Advisors's iShares MSCI China ETF position peaked at $1.23M in Q4 2021.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2024.

Based on IPG Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.