Mayfair Advisory Group’s iShares MSCI China ETF MCHI Stock Holding History

Mayfair Advisory 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
2023 Q4	–	Sell	-7,689	Closed	-$338K	–	138
2023 Q3	$338K	Sell	7,689 -442	-5%	-$20K	0.33%	68
2023 Q2	$365K	Buy	8,131 +1,129	+16%	+$52.8K	0.36%	64
2023 Q1	$342K	Buy	7,002 +232	+3%	+$11.8K	0.37%	67
2022 Q4	$355K	Buy	+6,770	New	+$294K	0.45%	67
2022 Q3	–	Sell	-4,693	Closed	-$233K	–	118
2022 Q2	$233K	Buy	+4,693	New	+$241K	0.31%	95

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

Mayfair Advisory Group's MCHI Position: Q4 2023 in Review

Mayfair Advisory Group sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 7,689 shares — an estimated $338K sold.

Mayfair Advisory Group first reported a position in MCHI in Q2 2022 and held it in 5 quarters. The position peaked at $365K in Q2 2023. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

Mayfair Advisory Group reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
Mayfair Advisory Group sold 7,689 iShares MSCI China ETF shares in Q4 2023, an estimated $338K.
Mayfair Advisory Group first reported a position in iShares MSCI China ETF in Q2 2022 and held it in 5 quarters.
Mayfair Advisory Group's iShares MSCI China ETF position peaked at $365K in Q2 2023.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Mayfair Advisory Group's 13F filing for Q4 2023, filed 19 Jan 2024.