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Whalen Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-18,071
Closed -$736K – 144
2023
Q4 		$736K Buy
+18,071
New +$762K 0.66% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Whalen Wealth Management's MCHI Position: Q1 2024 in Review

Whalen Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2024, closing a stake of 18,071 shares — an estimated $736K sold.

Whalen Wealth Management first reported a position in MCHI in Q4 2023 and held it in 1 quarter. The position peaked at $736K in Q4 2023. 265 funds tracked by Wall St. Rank hold MCHI as of Q1 2024.

  • Whalen Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 18,071 iShares MSCI China ETF shares in Q1 2024, an estimated $736K.
  • Whalen Wealth Management first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's iShares MSCI China ETF position peaked at $736K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.