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Moss Adams Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Moss Adams Wealth 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
Q2 		– Sell
-20
Closed -$998 – 166
2023
Q1 		$998 Buy
+20
New +$1.02K ﹤0.01% 168

Other funds holding MCHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Moss Adams Wealth Advisors's MCHI Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 20 shares — an estimated $998 sold.

Moss Adams Wealth Advisors first reported a position in MCHI in Q1 2023 and held it in 1 quarter. The position peaked at $998 in Q1 2023. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 20 iShares MSCI China ETF shares in Q2 2023, an estimated $998.
  • Moss Adams Wealth Advisors first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares MSCI China ETF position peaked at $998 in Q1 2023.
  • 270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.