SOA Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

SOA Wealth 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
2023 Q3	–	Sell	-33	Closed	-$1.48K	–	951
2023 Q2	$1.48K	Hold	33	–	–	﹤0.01%	749
2023 Q1	$1.65K	Hold	33	–	–	﹤0.01%	748
2022 Q4	$1.57K	Hold	33	–	–	﹤0.01%	759
2022 Q3	$1K	Buy	+33	New	+$1.63K	﹤0.01%	782

Other funds holding MCHI

RBA

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SOA Wealth Advisors's MCHI Position: Q3 2023 in Review

SOA Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 33 shares — an estimated $1.48K sold.

SOA Wealth Advisors first reported a position in MCHI in Q3 2022 and held it in 4 quarters. The position peaked at $1.65K in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

SOA Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
SOA Wealth Advisors sold 33 iShares MSCI China ETF shares in Q3 2023, an estimated $1.48K.
SOA Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2022 and held it in 4 quarters.
SOA Wealth Advisors's iShares MSCI China ETF position peaked at $1.65K in Q1 2023.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.