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Realta Investment Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Realta Investment 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
2024
Q2 		– Sell
-160
Closed -$6.36K – 811
2024
Q1 		$6.36K Buy
+160
New +$6.19K ﹤0.01% 730
2023
Q4 		– Sell
-662
Closed -$29.6K – 656
2023
Q3 		$29.6K Hold
662
– – 0.01% 570
2023
Q2 		$29.6K Buy
+662
New +$31K 0.01% 613

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 $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's MCHI Position: Q2 2024 in Review

Realta Investment Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2024, closing a stake of 160 shares — an estimated $6.36K sold.

Realta Investment Advisors first reported a position in MCHI in Q2 2023 and held it in 3 quarters. The position peaked at $29.6K in Q3 2023. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

  • Realta Investment Advisors reported no remaining iShares MSCI China ETF position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 160 iShares MSCI China ETF shares in Q2 2024, an estimated $6.36K.
  • Realta Investment Advisors first reported a position in iShares MSCI China ETF in Q2 2023 and held it in 3 quarters.
  • Realta Investment Advisors's iShares MSCI China ETF position peaked at $29.6K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.