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Mowery & Schoenfeld Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Mowery & Schoenfeld 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
2024
Q1 		– Sell
-5,963
Closed -$243K – 179
2023
Q4 		$243K Buy
+5,963
New +$251K 0.49% 28

Other funds holding MCHI

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MCHI Position: Q1 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 5,963 shares — an estimated $243K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MCHI in Q4 2023 and held it in 1 quarter. The position peaked at $243K in Q4 2023. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 5,963 iShares MSCI China ETF shares in Q1 2024, an estimated $243K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares MSCI China ETF position peaked at $243K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.