TrinityPoint Wealth’s iShares MSCI China ETF MCHI Stock Holding History

TrinityPoint Wealth’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 Q3	–	Sell	-5,935	Closed	-$250K	–	335
2024 Q2	$250K	Buy	5,935 +139	+2%	+$5.98K	0.04%	276
2024 Q1	$230K	Sell	5,796 -406	-7%	-$15.7K	0.04%	278
2023 Q4	$253K	Sell	6,202 -81	-1%	-$3.41K	0.05%	259
2023 Q3	$272K	Buy	6,283 +174	+3%	+$7.88K	0.05%	235
2023 Q2	$273K	Buy	6,109 +706	+13%	+$33K	0.05%	231
2023 Q1	$270K	Buy	5,403 +760	+16%	+$38.7K	0.06%	223
2022 Q4	$221K	Buy	+4,643	New	+$201K	0.05%	248

Other funds holding MCHI

MIH

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

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

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

AIMCA

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

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

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

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

TrinityPoint Wealth's MCHI Position: Q3 2024 in Review

TrinityPoint Wealth sold out of iShares MSCI China ETF (MCHI) in Q3 2024, closing a stake of 5,935 shares — an estimated $250K sold.

TrinityPoint Wealth first reported a position in MCHI in Q4 2022 and held it in 7 quarters. The position peaked at $273K in Q2 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2024.

TrinityPoint Wealth reported no remaining iShares MSCI China ETF position as of Q3 2024 after selling out during the quarter.
TrinityPoint Wealth sold 5,935 iShares MSCI China ETF shares in Q3 2024, an estimated $250K.
TrinityPoint Wealth first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 7 quarters.
TrinityPoint Wealth's iShares MSCI China ETF position peaked at $273K in Q2 2023.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2024.

Based on TrinityPoint Wealth's 13F filing for Q3 2024, filed 7 Nov 2024.