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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

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return