Vestmark Advisory Solutions’s iShares MSCI China ETF MCHI Stock Holding History

Vestmark Advisory Solutions’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	-18,892	Closed	-$845K	–	701
2023 Q2	$845K	Buy	18,892 +55	+0.3%	+$2.57K	0.03%	489
2023 Q1	$940K	Buy	18,837 +1,136	+6%	+$57.8K	0.04%	449
2022 Q4	$841K	Sell	17,701 -17,334	-49%	-$752K	0.04%	462
2022 Q3	$1.49M	Buy	35,035 +13,686	+64%	+$676K	0.08%	306
2022 Q2	$1.19M	Buy	21,349 +16,939	+384%	+$870K	0.07%	327
2022 Q1	$233K	Buy	+4,410	New	+$260K	0.01%	799

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 $1.37T 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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vestmark Advisory Solutions's MCHI Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 18,892 shares — an estimated $845K sold.

Vestmark Advisory Solutions first reported a position in MCHI in Q1 2022 and held it in 6 quarters. The position peaked at $1.49M in Q3 2022. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

Vestmark Advisory Solutions reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 18,892 iShares MSCI China ETF shares in Q3 2023, an estimated $845K.
Vestmark Advisory Solutions first reported a position in iShares MSCI China ETF in Q1 2022 and held it in 6 quarters.
Vestmark Advisory Solutions's iShares MSCI China ETF position peaked at $1.49M in Q3 2022.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.