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Patriot Financial Group Insurance Agency’s iShares MSCI China ETF MCHI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-4,771
Closed -$207K – 488
2023
Q3 		$207K Buy
+4,771
New +$216K 0.04% 416
2023
Q2 		– Sell
-7,116
Closed -$355K – 479
2023
Q1 		$355K Sell
7,116
-1,587
-18% -$80.8K 0.07% 292
2022
Q4 		$413K Buy
8,703
+389
+5% +$16.9K 0.06% 238
2022
Q3 		$354K Buy
8,314
+1,349
+19% +$66.6K 0.09% 261
2022
Q2 		$389K Buy
6,965
+2,035
+41% +$104K 0.08% 252
2022
Q1 		$261K Buy
4,930
+1,685
+52% +$99.2K 0.05% 362
2021
Q4 		$204K Buy
3,245
+3,193
+6,140% +$214K 0.03% 441
2021
Q3 		$4K Buy
52
+12
+30% +$863 ﹤0.01% 1771
2021
Q2 		$3K Buy
40
+5
+14% +$407 ﹤0.01% 1792
2021
Q1 		$3K Sell
35
-24
-41% -$2.1K ﹤0.01% 1694
2020
Q4 		$5K Buy
59
+10
+20% +$792 ﹤0.01% 1435
2020
Q3 		$4K Buy
+49
New +$3.59K ﹤0.01% 1298
2019
Q4 		– Sell
-70
Closed -$4K – 1394
2019
Q3 		$4K Hold
70
– – ﹤0.01% 989
2019
Q2 		$4K Hold
70
– – ﹤0.01% 995
2019
Q1 		$4K Hold
70
– – ﹤0.01% 898
2018
Q4 		$4K Hold
70
– – ﹤0.01% 767
2018
Q3 		$4K Buy
+70
New +$4.3K ﹤0.01% 782

Other funds holding MCHI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MCHI Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 4,771 shares — an estimated $207K sold.

Patriot Financial Group Insurance Agency first reported a position in MCHI in Q3 2018 and held it in 17 quarters. The position peaked at $413K in Q4 2022. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

  • Patriot Financial Group Insurance Agency reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,771 iShares MSCI China ETF shares in Q4 2023, an estimated $207K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI China ETF in Q3 2018 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's iShares MSCI China ETF position peaked at $413K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.