ORG Partners’s iShares MSCI China ETF MCHI Stock Holding History

ORG Partners’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	-63	Closed	-$2.57K	–	861
2023 Q4	$2.57K	Buy	+63	New	+$2.65K	﹤0.01%	933
2023 Q3	–	Sell	-59	Closed	-$2.68K	–	1513
2023 Q2	$2.68K	Buy	+59	New	+$2.76K	﹤0.01%	1177

Other funds holding MCHI

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

ORG Partners's MCHI Position: Q1 2024 in Review

ORG Partners sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 63 shares — an estimated $2.57K sold.

ORG Partners first reported a position in MCHI in Q2 2023 and held it in 2 quarters. The position peaked at $2.68K in Q2 2023. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

ORG Partners reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 63 iShares MSCI China ETF shares in Q1 2024, an estimated $2.57K.
ORG Partners first reported a position in iShares MSCI China ETF in Q2 2023 and held it in 2 quarters.
ORG Partners's iShares MSCI China ETF position peaked at $2.68K in Q2 2023.
265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.