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

Valeo 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 Q1	–	Sell	-80	Closed	-$7K	–	2120
2020 Q4	$7K	Buy	80 +69	+627%	+$5.46K	﹤0.01%	1287
2020 Q3	$1K	Sell	11 -189	-95%	-$13.8K	﹤0.01%	1494
2020 Q2	$13K	Sell	200 -29	-13%	-$1.78K	﹤0.01%	1197
2020 Q1	$13K	Buy	+229	New	+$14.2K	﹤0.01%	1004
2018 Q3	–	Sell	-232	Closed	-$14K	–	1823
2018 Q2	$14K	Hold	232	–	–	﹤0.01%	867
2018 Q1	$16K	Hold	232	–	–	﹤0.01%	788
2017 Q4	$15K	Hold	232	–	–	﹤0.01%	736
2017 Q3	$15K	Buy	+232	New	+$14K	﹤0.01%	618

Other funds holding MCHI

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Valeo Financial Advisors's MCHI Position: Q1 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI China ETF (MCHI) in Q1 2021, closing a stake of 80 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in MCHI in Q3 2017 and held it in 8 quarters. The position peaked at $16K in Q1 2018. 233 funds tracked by Wall St. Rank hold MCHI as of Q1 2021.

Valeo Financial Advisors reported no remaining iShares MSCI China ETF position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 80 iShares MSCI China ETF shares in Q1 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in iShares MSCI China ETF in Q3 2017 and held it in 8 quarters.
Valeo Financial Advisors's iShares MSCI China ETF position peaked at $16K in Q1 2018.
233 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.