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Strategic Investment Solutions’s iShares MSCI China ETF MCHI Stock Holding History

Strategic Investment Solutions’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
Q4 		– Sell
-39,196
Closed -$1.8M – 1159
2023
Q3 		$1.8M Buy
39,196
+35,405
+934% +$1.6M 0.02% 233
2023
Q2 		$168K Sell
3,791
-158
-4% -$7.39K 0.03% 158
2023
Q1 		$197K Buy
+3,949
New +$201K 0.04% 183

Other funds holding MCHI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Investment Solutions's MCHI Position: Q4 2023 in Review

Strategic Investment Solutions sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 39,196 shares — an estimated $1.8M sold.

Strategic Investment Solutions first reported a position in MCHI in Q1 2023 and held it in 3 quarters. The position peaked at $1.8M in Q3 2023. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

  • Strategic Investment Solutions reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 39,196 iShares MSCI China ETF shares in Q4 2023, an estimated $1.8M.
  • Strategic Investment Solutions first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's iShares MSCI China ETF position peaked at $1.8M in Q3 2023.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.