Mayflower Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Mayflower Financial 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 Q3	–	Sell	-9,958	Closed	-$446K	–	355
2023 Q2	$446K	Sell	9,958 -2,327	-19%	-$109K	0.06%	220
2023 Q1	$613K	Buy	12,285 +5,174	+73%	+$263K	0.08%	177
2022 Q4	$338K	Sell	7,111 -363	-5%	-$15.7K	0.05%	251
2022 Q3	$318K	Sell	7,474 -213	-3%	-$10.5K	0.05%	243
2022 Q2	$429K	Sell	7,687 -3	-0%	-$154	0.07%	206
2022 Q1	$407K	Buy	7,690 +559	+8%	+$32.9K	0.05%	228
2021 Q4	$448K	Buy	7,131 +2,751	+63%	+$185K	0.06%	205
2021 Q3	$318K	Buy	4,380 +261	+6%	+$18.8K	0.04%	251
2021 Q2	$340K	Buy	4,119 +165	+4%	+$13.4K	0.05%	224
2021 Q1	$323K	Buy	+3,954	New	+$347K	0.05%	222

Other funds holding MCHI

RBA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mayflower Financial Advisors's MCHI Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 9,958 shares — an estimated $446K sold.

Mayflower Financial Advisors first reported a position in MCHI in Q1 2021 and held it in 10 quarters. The position peaked at $613K in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

Mayflower Financial Advisors reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 9,958 iShares MSCI China ETF shares in Q3 2023, an estimated $446K.
Mayflower Financial Advisors first reported a position in iShares MSCI China ETF in Q1 2021 and held it in 10 quarters.
Mayflower Financial Advisors's iShares MSCI China ETF position peaked at $613K in Q1 2023.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.