Lake Street Advisors Group’s iShares MSCI China ETF MCHI Stock Holding History

Lake Street Advisors Group’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 Q4	$1.24M	Buy	26,515 +3	+0%	+$148	0.06%	196
2024 Q3	$1.35M	Sell	26,512 -143	-0.5%	-$6.06K	0.06%	170
2024 Q2	$1.12M	Sell	26,655 -70,079	-72%	-$3.01M	0.05%	198
2024 Q1	$3.84M	Buy	96,734 +29,024	+43%	+$1.12M	0.18%	80
2023 Q4	$2.76M	Buy	67,710 +9,601	+17%	+$405K	0.14%	105
2023 Q3	$2.52M	Buy	58,109 +11,576	+25%	+$524K	0.15%	102
2023 Q2	$2.08M	Buy	+46,533	New	+$2.18M	0.12%	120

Other funds holding MCHI

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

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

MIH

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

OMC

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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

Lake Street Advisors Group's MCHI Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares MSCI China ETF (MCHI) stake by 0.01% in Q4 2024, buying an estimated $148 and bringing the position to 26,515 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #196.

Lake Street Advisors Group first reported a position in MCHI in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.84M in Q1 2024. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

Lake Street Advisors Group held 26,515 shares of iShares MSCI China ETF worth $1.24M as of Q4 2024.
Lake Street Advisors Group bought 3 iShares MSCI China ETF shares in Q4 2024, an estimated $148.
iShares MSCI China ETF made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #196 holding.
Lake Street Advisors Group first reported a position in iShares MSCI China ETF in Q2 2023 and has held it in 7 quarters since.
Lake Street Advisors Group's iShares MSCI China ETF position peaked at $3.84M in Q1 2024.
253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.