MWM
MCHI icon

Moulton Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Moulton Wealth Management’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
-14,738
Closed -$730K – 18
2023
Q1 		$730K Buy
+14,738
New +$750K 1.61% 13

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

Moulton Wealth Management's MCHI Position: Q2 2023 in Review

Moulton Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 14,738 shares — an estimated $730K sold.

Moulton Wealth Management first reported a position in MCHI in Q1 2023 and held it in 1 quarter. The position peaked at $730K in Q1 2023. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

  • Moulton Wealth Management reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
  • Moulton Wealth Management sold 14,738 iShares MSCI China ETF shares in Q2 2023, an estimated $730K.
  • Moulton Wealth Management first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 1 quarter.
  • Moulton Wealth Management's iShares MSCI China ETF position peaked at $730K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Moulton Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.