Verus Capital Partners’s iShares MSCI China ETF MCHI Stock Holding History

Verus Capital Partners’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 Q4	–	Sell	-4,724	Closed	-$205K	–	336
2023 Q3	$205K	Buy	4,724 +18	+0.4%	+$815	0.03%	285
2023 Q2	$211K	Sell	4,706 -491	-9%	-$23K	0.03%	272
2023 Q1	$259K	Buy	+5,197	New	+$264K	0.04%	235
2020 Q1	–	Sell	-100	Closed	-$6K	–	1556
2019 Q4	$6K	Buy	+100	New	+$5.98K	﹤0.01%	1266

Other funds holding MCHI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RBA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Verus Capital Partners's MCHI Position: Q4 2023 in Review

Verus Capital Partners sold out of iShares MSCI China ETF (MCHI) in Q4 2023, closing a stake of 4,724 shares — an estimated $205K sold.

Verus Capital Partners first reported a position in MCHI in Q4 2019 and held it in 4 quarters. The position peaked at $259K in Q1 2023. 286 funds tracked by Wall St. Rank hold MCHI as of Q4 2023.

Verus Capital Partners reported no remaining iShares MSCI China ETF position as of Q4 2023 after selling out during the quarter.
Verus Capital Partners sold 4,724 iShares MSCI China ETF shares in Q4 2023, an estimated $205K.
Verus Capital Partners first reported a position in iShares MSCI China ETF in Q4 2019 and held it in 4 quarters.
Verus Capital Partners's iShares MSCI China ETF position peaked at $259K in Q1 2023.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2023.

Based on Verus Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.