Kelman-Lazarov Inc’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,486
| Closed | -$244K | – | 125 |
|
|
2025
Q1 | $244K | Sell |
4,486
-26,461
| -86% | -$1.44M | 0.04% | 107 |
|
|
2024
Q4 | $1.45M | Sell |
30,947
-1,033
| -3% | -$48.4K | 0.26% | 41 |
|
|
2024
Q3 | $1.63M | Buy |
31,980
+9,389
| +42% | +$478K | 0.28% | 41 |
|
|
2024
Q2 | $953K | Sell |
22,591
-4,572
| -17% | -$193K | 0.18% | 51 |
|
|
2024
Q1 | $1.08M | Buy |
27,163
+1,080
| +4% | +$42.9K | 0.21% | 51 |
|
|
2023
Q4 | $1.06M | Buy |
26,083
+618
| +2% | +$25.2K | 0.23% | 47 |
|
|
2023
Q3 | $1.1M | Sell |
25,465
-17,100
| -40% | -$740K | 0.26% | 45 |
|
|
2023
Q2 | $1.9M | Sell |
42,565
-9,276
| -18% | -$415K | 0.46% | 31 |
|
|
2023
Q1 | $2.59M | Sell |
51,841
-883
| -2% | -$44.1K | 0.67% | 23 |
|
|
2022
Q4 | $2.5M | Buy |
+52,724
| New | +$2.5M | 0.7% | 23 |
|