Rise Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Rise 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 Q3	–	Sell	-108	Closed	-$4.57K	–	1248
2024 Q2	$4.57K	Hold	108	–	–	﹤0.01%	1085
2024 Q1	$4.29K	Hold	108	–	–	﹤0.01%	1097
2023 Q4	$4.4K	Buy	108 +3	+3%	+$126	﹤0.01%	389
2023 Q3	$4.56K	Hold	105	–	–	﹤0.01%	384
2023 Q2	$4.71K	Buy	105 +1	+1%	+$47	﹤0.01%	424
2023 Q1	$5.2K	Hold	104	–	–	﹤0.01%	444
2022 Q4	$4.95K	Buy	104 +1	+1%	+$43	﹤0.01%	444
2022 Q3	$4K	Hold	103	–	–	﹤0.01%	469
2022 Q2	$6K	Buy	103 +1	+1%	+$51	0.01%	417
2022 Q1	$5K	Hold	102	–	–	﹤0.01%	427
2021 Q4	$6.41K	Buy	+102	New	+$6.85K	0.01%	374

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rise Advisors's MCHI Position: Q3 2024 in Review

Rise Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2024, closing a stake of 108 shares — an estimated $4.57K sold.

Rise Advisors first reported a position in MCHI in Q4 2021 and held it in 11 quarters. The position peaked at $6.41K in Q4 2021. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2024.

Rise Advisors reported no remaining iShares MSCI China ETF position as of Q3 2024 after selling out during the quarter.
Rise Advisors sold 108 iShares MSCI China ETF shares in Q3 2024, an estimated $4.57K.
Rise Advisors first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 11 quarters.
Rise Advisors's iShares MSCI China ETF position peaked at $6.41K in Q4 2021.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.