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Plante Moran Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-106
Closed -$4.59K – 864
2023
Q3 		$4.59K Buy
+106
New +$4.8K ﹤0.01% 613

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

Plante Moran Financial Advisors's MCHI Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 106 shares — an estimated $4.59K sold.

Plante Moran Financial Advisors first reported a position in MCHI in Q3 2023 and held it in 1 quarter. The position peaked at $4.59K in Q3 2023. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 106 iShares MSCI China ETF shares in Q4 2023, an estimated $4.59K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI China ETF in Q3 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares MSCI China ETF position peaked at $4.59K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.