Red Tortoise LLC’s iShares MSCI China ETF MCHI Stock Holding History

Red Tortoise LLC’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 Q2	–	Sell	-738	Closed	-$36.8K	–	597
2023 Q1	$36.8K	Hold	738	–	–	0.02%	110
2022 Q4	$35.1K	Buy	+738	New	+$32K	0.02%	134
2021 Q4	–	Sell	-738	Closed	-$31K	–	333
2021 Q3	$31K	Buy	+738	New	+$53.1K	0.02%	133

Other funds holding MCHI

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

RBA

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Red Tortoise LLC's MCHI Position: Q2 2023 in Review

Red Tortoise LLC sold out of iShares MSCI China ETF (MCHI) in Q2 2023, closing a stake of 738 shares — an estimated $36.8K sold.

Red Tortoise LLC first reported a position in MCHI in Q3 2021 and held it in 3 quarters. The position peaked at $36.8K in Q1 2023. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

Red Tortoise LLC reported no remaining iShares MSCI China ETF position as of Q2 2023 after selling out during the quarter.
Red Tortoise LLC sold 738 iShares MSCI China ETF shares in Q2 2023, an estimated $36.8K.
Red Tortoise LLC first reported a position in iShares MSCI China ETF in Q3 2021 and held it in 3 quarters.
Red Tortoise LLC's iShares MSCI China ETF position peaked at $36.8K in Q1 2023.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.