Optimum Investment Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Optimum Investment 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	-500	Closed	-$24.9K	–	737
2023 Q1	$24.9K	Buy	+500	New	+$25.4K	0.01%	452
2022 Q2	–	Sell	-1,571	Closed	-$83K	–	872
2022 Q1	$83K	Buy	+1,571	New	+$92.5K	0.04%	341
2020 Q4	–	Sell	-405	Closed	-$30K	–	920
2020 Q3	$30K	Hold	405	–	–	0.01%	530
2020 Q2	$27K	Buy	405 +1	+0.2%	+$61	0.01%	545
2020 Q1	$23K	Hold	404	–	–	0.01%	551
2019 Q4	$26K	Buy	404 +4	+1%	+$239	0.01%	627
2019 Q3	$22K	Buy	+400	New	+$23K	0.01%	670

Other funds holding MCHI

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 Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Optimum Investment Advisors's MCHI Position: Q2 2023 in Review

Optimum Investment Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 500 shares — an estimated $24.9K sold.

Optimum Investment Advisors first reported a position in MCHI in Q3 2019 and held it in 7 quarters. The position peaked at $83K in Q1 2022. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

Optimum Investment Advisors reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 500 iShares MSCI China ETF shares in Q2 2023, an estimated $24.9K.
Optimum Investment Advisors first reported a position in iShares MSCI China ETF in Q3 2019 and held it in 7 quarters.
Optimum Investment Advisors's iShares MSCI China ETF position peaked at $83K in Q1 2022.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.