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

Strategies 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
-4,883
Closed -$218K – 82
2023
Q2 		$218K Hold
4,883
– – 0.04% 77
2023
Q1 		$244K Sell
4,883
-28
-0.6% -$1.43K 0.05% 71
2022
Q4 		$233K Buy
+4,911
New +$213K 0.06% 71

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 $1.55T 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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Strategies Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 4,883 shares — an estimated $218K sold.

Strategies Wealth Advisors first reported a position in MCHI in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q1 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

  • Strategies Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 4,883 iShares MSCI China ETF shares in Q3 2023, an estimated $218K.
  • Strategies Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 3 quarters.
  • Strategies Wealth Advisors's iShares MSCI China ETF position peaked at $244K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

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