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	–	1816
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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's MCHI Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 32,120 shares — an estimated $1.64M sold.

Sowell Financial Services first reported a position in MCHI in Q3 2019 and held it in 8 quarters. The position peaked at $1.64M in Q3 2024. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

Sowell Financial Services reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 32,120 iShares MSCI China ETF shares in Q4 2024, an estimated $1.64M.
Sowell Financial Services first reported a position in iShares MSCI China ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's iShares MSCI China ETF position peaked at $1.64M in Q3 2024.
253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.