J.W. Cole Advisors’s iShares MSCI China ETF MCHI Stock Holding History

J.W. Cole 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 Q4	–	Sell	-112,799	Closed	-$4.88M	–	837
2023 Q3	$4.88M	Sell	112,799 -6,369	-5%	-$288K	0.36%	61
2023 Q2	$5.33M	Buy	119,168 +1,138	+1%	+$53.2K	0.38%	52
2023 Q1	$5.89M	Sell	118,030 -396	-0.3%	-$20.1K	0.42%	47
2022 Q4	$5.63M	Buy	118,426 +2,867	+2%	+$124K	0.43%	49
2022 Q3	$4.92M	Sell	115,559 -475	-0.4%	-$23.4K	0.41%	51
2022 Q2	$6.48M	Buy	116,034 +801	+0.7%	+$41.1K	0.52%	34
2022 Q1	$6.09M	Buy	115,233 +73,217	+174%	+$4.31M	0.41%	48
2021 Q4	$2.64M	Buy	+42,016	New	+$2.82M	0.17%	139

Other funds holding MCHI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RBA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

J.W. Cole Advisors's MCHI Position: Q4 2023 in Review

J.W. Cole Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 112,799 shares — an estimated $4.88M sold.

J.W. Cole Advisors first reported a position in MCHI in Q4 2021 and held it in 8 quarters. The position peaked at $6.48M in Q2 2022. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

J.W. Cole Advisors reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 112,799 iShares MSCI China ETF shares in Q4 2023, an estimated $4.88M.
J.W. Cole Advisors first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 8 quarters.
J.W. Cole Advisors's iShares MSCI China ETF position peaked at $6.48M in Q2 2022.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.