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Wallace Advisory Group’s iShares MSCI China ETF MCHI Stock Holding History

Wallace Advisory Group’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
2024
Q2 		– Sell
-44,563
Closed -$1.82M – 189
2024
Q1 		$1.82M Buy
+44,563
New +$1.72M 1.36% 15

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wallace Advisory Group's MCHI Position: Q2 2024 in Review

Wallace Advisory Group sold out of iShares MSCI China ETF (MCHI) in Q2 2024, closing a stake of 44,563 shares — an estimated $1.82M sold.

Wallace Advisory Group first reported a position in MCHI in Q1 2024 and held it in 1 quarter. The position peaked at $1.82M in Q1 2024. 268 funds tracked by Wall St. Rank hold MCHI as of Q2 2024.

  • Wallace Advisory Group reported no remaining iShares MSCI China ETF position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 44,563 iShares MSCI China ETF shares in Q2 2024, an estimated $1.82M.
  • Wallace Advisory Group first reported a position in iShares MSCI China ETF in Q1 2024 and held it in 1 quarter.
  • Wallace Advisory Group's iShares MSCI China ETF position peaked at $1.82M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.