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Provence Wealth Management Group’s iShares MSCI China ETF MCHI Stock Holding History

Provence Wealth Management 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 		$48.3K Hold
1,186
– – 0.03% 222
2023
Q3 		$51.3K Buy
+1,186
New +$53.7K 0.03% 206

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

Provence Wealth Management Group's MCHI Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares MSCI China ETF (MCHI) position steady in Q4 2023 at 1,186 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #222.

Provence Wealth Management Group first reported a position in MCHI in Q3 2023 and has held it in 2 quarters since. The position peaked at $51.3K in Q3 2023. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

  • Provence Wealth Management Group held 1,186 shares of iShares MSCI China ETF worth $48.3K as of Q4 2023.
  • Provence Wealth Management Group left its iShares MSCI China ETF share count unchanged in Q4 2023.
  • iShares MSCI China ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #222 holding.
  • Provence Wealth Management Group first reported a position in iShares MSCI China ETF in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's iShares MSCI China ETF position peaked at $51.3K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.