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Roger Wittlin Investment Advisory’s iShares MSCI China ETF MCHI Stock Holding History

Roger Wittlin Investment Advisory’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
Q3 		– Sell
-15,396
Closed -$689K – 40
2023
Q2 		$689K Buy
15,396
+30
+0.2% +$1.4K 0.56% 30
2023
Q1 		$767K Buy
+15,366
New +$782K 0.69% 28

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 $1.37T 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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Roger Wittlin Investment Advisory's MCHI Position: Q3 2023 in Review

Roger Wittlin Investment Advisory sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 15,396 shares — an estimated $689K sold.

Roger Wittlin Investment Advisory first reported a position in MCHI in Q1 2023 and held it in 2 quarters. The position peaked at $767K in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • Roger Wittlin Investment Advisory reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 15,396 iShares MSCI China ETF shares in Q3 2023, an estimated $689K.
  • Roger Wittlin Investment Advisory first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 2 quarters.
  • Roger Wittlin Investment Advisory's iShares MSCI China ETF position peaked at $767K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Roger Wittlin Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.