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Oak Family Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Oak Family 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
2024
Q4 		– Sell
-70,929
Closed -$3.61M – 136
2024
Q3 		$3.61M Buy
+70,929
New +$3.01M 1.11% 30

Other funds holding MCHI

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Family Advisors's MCHI Position: Q4 2024 in Review

Oak Family Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 70,929 shares — an estimated $3.61M sold.

Oak Family Advisors first reported a position in MCHI in Q3 2024 and held it in 1 quarter. The position peaked at $3.61M in Q3 2024. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

  • Oak Family Advisors reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 70,929 iShares MSCI China ETF shares in Q4 2024, an estimated $3.61M.
  • Oak Family Advisors first reported a position in iShares MSCI China ETF in Q3 2024 and held it in 1 quarter.
  • Oak Family Advisors's iShares MSCI China ETF position peaked at $3.61M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.