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

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Veritable's MCHI Position: Q3 2023 in Review

Veritable sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 8,573 shares — an estimated $384K sold.

Veritable first reported a position in MCHI in Q3 2015 and held it in 7 quarters. The position peaked at $733K in Q3 2015. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

Veritable reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 8,573 iShares MSCI China ETF shares in Q3 2023, an estimated $384K.
Veritable first reported a position in iShares MSCI China ETF in Q3 2015 and held it in 7 quarters.
Veritable's iShares MSCI China ETF position peaked at $733K in Q3 2015.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.