Prospera Financial Services’s iShares MSCI China ETF MCHI Stock Holding History

Prospera Financial Services’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
2022 Q3	–	Sell	-656	Closed	-$37K	–	1291
2022 Q2	$37K	Sell	656 -1,145	-64%	-$58.8K	﹤0.01%	1088
2022 Q1	$95K	Buy	+1,801	New	+$106K	﹤0.01%	1131
2020 Q4	–	Sell	-1,697	Closed	-$126K	–	1195
2020 Q3	$126K	Buy	+1,697	New	+$124K	0.05%	354
2017 Q4	–	Sell	-9,735	Closed	-$630K	–	426
2017 Q3	$630K	Buy	9,735 +3,445	+55%	+$207K	0.1%	196
2017 Q2	$342K	Buy	+6,290	New	+$331K	0.05%	285
2015 Q2	–	Sell	-6,209	Closed	-$338K	–	320
2015 Q1	$338K	Buy	+6,209	New	+$322K	0.08%	194

Other funds holding MCHI

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Prospera Financial Services's MCHI Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares MSCI China ETF (MCHI) in Q3 2022, closing a stake of 656 shares — an estimated $37K sold.

Prospera Financial Services first reported a position in MCHI in Q1 2015 and held it in 6 quarters. The position peaked at $630K in Q3 2017. 231 funds tracked by Wall St. Rank hold MCHI as of Q3 2022.

Prospera Financial Services reported no remaining iShares MSCI China ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 656 iShares MSCI China ETF shares in Q3 2022, an estimated $37K.
Prospera Financial Services first reported a position in iShares MSCI China ETF in Q1 2015 and held it in 6 quarters.
Prospera Financial Services's iShares MSCI China ETF position peaked at $630K in Q3 2017.
231 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.