Private Advisory Group’s iShares MSCI China ETF MCHI Stock Holding History

Private Advisory Group’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	-49,618	Closed	-$2.15M	–	216
2023 Q3	$2.15M	Sell	49,618 -35,328	-42%	-$1.6M	0.42%	67
2023 Q2	$3.8M	Sell	84,946 -67,957	-44%	-$3.18M	0.75%	36
2023 Q1	$7.63M	Buy	152,903 +28,061	+22%	+$1.43M	1.62%	18
2022 Q4	$5.93M	Buy	124,842 +50,461	+68%	+$2.19M	1.3%	25
2022 Q3	$3.17M	Buy	+74,381	New	+$3.67M	0.72%	42
2021 Q4	–	Sell	-56,137	Closed	-$3.79M	–	159
2021 Q3	$3.79M	Buy	+56,137	New	+$4.04M	0.93%	29

Other funds holding MCHI

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

RBA

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Private Advisory Group's MCHI Position: Q4 2023 in Review

Private Advisory Group sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 49,618 shares — an estimated $2.15M sold.

Private Advisory Group first reported a position in MCHI in Q3 2021 and held it in 6 quarters. The position peaked at $7.63M in Q1 2023. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

Private Advisory Group reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
Private Advisory Group sold 49,618 iShares MSCI China ETF shares in Q4 2023, an estimated $2.15M.
Private Advisory Group first reported a position in iShares MSCI China ETF in Q3 2021 and held it in 6 quarters.
Private Advisory Group's iShares MSCI China ETF position peaked at $7.63M in Q1 2023.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.