PFS Investments’s iShares MSCI China ETF MCHI Stock Holding History

PFS Investments’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	$6.8M	Buy	152,029 +10,040	+7%	+$470K	0.11%	179
2023 Q1	$7.06M	Buy	+141,989	New	+$7.22M	0.12%	157

Other funds holding MCHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PFS Investments's MCHI Position: Q2 2023 in Review

PFS Investments increased its iShares MSCI China ETF (MCHI) stake by 7.1% in Q2 2023, buying an estimated $470K and bringing the position to 152,029 shares worth $6.8M. The position accounts for 0.11% of the portfolio, ranked #179.

PFS Investments first reported a position in MCHI in Q1 2023 and has held it in 2 quarters since. The position peaked at $7.06M in Q1 2023. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

PFS Investments held 152,029 shares of iShares MSCI China ETF worth $6.8M as of Q2 2023.
PFS Investments bought 10,040 iShares MSCI China ETF shares in Q2 2023, an estimated $470K.
iShares MSCI China ETF made up 0.11% of PFS Investments's portfolio in Q2 2023, its #179 holding.
PFS Investments first reported a position in iShares MSCI China ETF in Q1 2023 and has held it in 2 quarters since.
PFS Investments's iShares MSCI China ETF position peaked at $7.06M in Q1 2023.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.