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United Capital Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

United Capital Financial 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
2021
Q2 		– Sell
-6,644
Closed -$543K – 1245
2021
Q1 		$543K Buy
6,644
+1,598
+32% +$140K ﹤0.01% 827
2020
Q4 		$409K Buy
5,046
+462
+10% +$36.6K ﹤0.01% 904
2020
Q3 		$340K Sell
4,584
-837
-15% -$61.3K ﹤0.01% 924
2020
Q2 		$355K Buy
5,421
+200
+4% +$12.3K ﹤0.01% 967
2020
Q1 		$299K Buy
5,221
+200
+4% +$12.4K ﹤0.01% 971
2019
Q4 		$322K Sell
5,021
-114
-2% -$6.82K ﹤0.01% 1117
2019
Q3 		$288K Buy
5,135
+114
+2% +$6.56K ﹤0.01% 1089
2019
Q2 		$299K Hold
5,021
– – ﹤0.01% 1213
2019
Q1 		$308K Hold
5,021
– – ﹤0.01% 1118
2018
Q4 		$264K Buy
5,021
+437
+10% +$24K ﹤0.01% 1110
2018
Q3 		$275K Sell
4,584
-58
-1% -$3.56K ﹤0.01% 1140
2018
Q2 		$300K Sell
4,642
-48
-1% -$3.28K ﹤0.01% 1079
2018
Q1 		$322K Hold
4,690
– – ﹤0.01% 1067
2017
Q4 		$311K Sell
4,690
-55,757
-92% -$3.69M ﹤0.01% 1099
2017
Q3 		$3.81M Buy
60,447
+55,732
+1,182% +$3.35M 0.03% 434
2017
Q2 		$258K Buy
+4,715
New +$248K ﹤0.01% 1122

Other funds holding MCHI

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's MCHI Position: Q2 2021 in Review

United Capital Financial Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2021, closing a stake of 6,644 shares — an estimated $543K sold.

United Capital Financial Advisors first reported a position in MCHI in Q2 2017 and held it in 16 quarters. The position peaked at $3.81M in Q3 2017. 239 funds tracked by Wall St. Rank hold MCHI as of Q2 2021.

  • United Capital Financial Advisors reported no remaining iShares MSCI China ETF position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,644 iShares MSCI China ETF shares in Q2 2021, an estimated $543K.
  • United Capital Financial Advisors first reported a position in iShares MSCI China ETF in Q2 2017 and held it in 16 quarters.
  • United Capital Financial Advisors's iShares MSCI China ETF position peaked at $3.81M in Q3 2017.
  • 239 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.