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Veritable’s iShares MSCI China ETF MCHI Stock Holding History

Veritable’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
-8,573
Closed -$384K – 486
2023
Q2 		$384K Sell
8,573
-1,579
-16% -$73.9K 0.01% 619
2023
Q1 		$506K Sell
10,152
-2,316
-19% -$118K 0.01% 527
2022
Q4 		$592K Buy
12,468
+2,079
+20% +$90.2K 0.01% 479
2022
Q3 		$442K Buy
10,389
+5,374
+107% +$265K 0.01% 534
2022
Q2 		$280K Sell
5,015
-599
-11% -$30.7K 0.01% 707
2022
Q1 		$297K Buy
+5,614
New +$330K ﹤0.01% 724
2015
Q4 		– Sell
-16,740
Closed -$733K – 757
2015
Q3 		$733K Buy
+16,740
New +$800K 0.02% 358

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 $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return