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Prism Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Prism 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
Q3 		– Sell
-158,271
Closed -$7.08M – 63
2023
Q2 		$7.08M Buy
158,271
+6,536
+4% +$306K 2.38% 17
2023
Q1 		$7.57M Buy
151,735
+907
+0.6% +$46.1K 2.63% 17
2022
Q4 		$7.16M Buy
150,828
+71,676
+91% +$3.11M 2.63% 17
2022
Q3 		$3.37M Sell
79,152
-36,997
-32% -$1.83M 1.36% 19
2022
Q2 		$6.48M Buy
116,149
+4,163
+4% +$214K 2.46% 18
2022
Q1 		$5.92M Buy
111,986
+9,517
+9% +$560K 1.98% 18
2021
Q4 		$6.43M Buy
102,469
+13,921
+16% +$935K 2.1% 18
2021
Q3 		$5.98M Buy
88,548
+5,028
+6% +$362K 2.13% 18
2021
Q2 		$6.88M Sell
83,520
-162
-0.2% -$13.2K 2.39% 18
2021
Q1 		$6.84M Buy
83,682
+607
+0.7% +$53.2K 2.47% 18
2020
Q4 		$6.73M Buy
83,075
+95
+0.1% +$7.52K 2.54% 17
2020
Q3 		$6.16M Buy
82,980
+1,513
+2% +$111K 2.59% 17
2020
Q2 		$5.33M Buy
81,467
+2,084
+3% +$128K 2.38% 18
2020
Q1 		$4.54M Sell
79,383
-18,101
-19% -$1.12M 2.93% 10
2019
Q4 		$6.25M Sell
97,484
-354
-0.4% -$21.2K 3.16% 9
2019
Q3 		$5.49M Buy
97,838
+6,094
+7% +$351K 3.07% 9
2019
Q2 		$5.45M Sell
91,744
-3,807
-4% -$229K 3.1% 9
2019
Q1 		$5.96M Buy
95,551
+3,222
+3% +$190K 3.42% 9
2018
Q4 		$4.86M Buy
+92,329
New +$5.07M 3.08% 10

Other funds holding MCHI

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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Prism Advisors's MCHI Position: Q3 2023 in Review

Prism Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 158,271 shares — an estimated $7.08M sold.

Prism Advisors first reported a position in MCHI in Q4 2018 and held it in 19 quarters. The position peaked at $7.57M in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • Prism Advisors reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
  • Prism Advisors sold 158,271 iShares MSCI China ETF shares in Q3 2023, an estimated $7.08M.
  • Prism Advisors first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 19 quarters.
  • Prism Advisors's iShares MSCI China ETF position peaked at $7.57M in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Prism Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.