Sowell Financial Services’s iShares MSCI China ETF MCHI Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-32,120	Closed	-$1.64M	–	567
2024 Q3	$1.64M	Buy	+32,120	New	+$1.36M	0.08%	270
2021 Q2	–	Sell	-8,453	Closed	-$683K	–	1817
2021 Q1	$683K	Buy	8,453 +8,157	+2,756%	+$715K	0.02%	534
2020 Q4	$24K	Buy	296 +93	+46%	+$7.36K	﹤0.01%	1658
2020 Q3	$15K	Hold	203	–	–	﹤0.01%	1677
2020 Q2	$13K	Sell	203 -362	-64%	-$22.2K	﹤0.01%	1599
2020 Q1	$32K	Sell	565 -750	-57%	-$46.4K	﹤0.01%	1217
2019 Q4	$84K	Buy	1,315 +1,003	+321%	+$60K	0.01%	970
2019 Q3	$18K	Buy	+312	New	+$18K	﹤0.01%	1324

Other funds holding MCHI

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

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

Fidelity Investments

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

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

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return