Upper Left Wealth Management, LLC Ishares Msci China ETF Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Msci China ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 85,513 shares of MCHI stock, worth $4.04 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

85,513

Previous 89,407 4.36%

Holding current value

$4.04 Million

Previous $3.77 Million 15.46%

% of portfolio

3.78%

Previous 3.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$40.43 - $50.98 $157,434 - $198,516	-3,894 Reduced 4.36%	85,513 $4.35 Million
Q2 2024 Jul 25, 2024	BUY	$38.97 - $47.44 $79,342 - $96,587	2,036 Added 2.33%	89,407 $3.77 Million
Q1 2024 Apr 23, 2024	BUY	$36.04 - $40.78 $1.77 Million - $2 Million	49,078 Added 128.16%	87,371 $3.47 Million
Q4 2023 Jan 23, 2024	SELL	$39.28 - $44.88 $19,011 - $21,721	-484 Reduced 1.25%	38,293 $1.56 Million
Q3 2023 Oct 25, 2023	BUY	$42.69 - $49.8 $256,097 - $298,750	5,999 Added 18.3%	38,777 $1.68 Million
Q2 2023 Jul 25, 2023	BUY	$43.24 - $49.88 $162,539 - $187,498	3,759 Added 12.95%	32,778 $1.47 Million
Q1 2023 Apr 25, 2023	SELL	$46.64 - $56.2 $34,793 - $41,925	-746 Reduced 2.51%	29,019 $1.45 Million
Q4 2022 Jan 17, 2023	BUY	$35.58 - $49.06 $59,383 - $81,881	1,669 Added 5.94%	29,765 $0
Q3 2022 Nov 01, 2022	BUY	$42.56 - $56.02 $330,308 - $434,771	7,761 Added 38.17%	28,096 $1.2 Million
Q2 2022 Jul 08, 2022	SELL	$45.78 - $56.49 $114,724 - $141,563	-2,506 Reduced 10.97%	20,335 $1.14 Million
Q1 2022 Apr 18, 2022	BUY	$45.23 - $65.18 $880,537 - $1.27 Million	19,468 Added 577.17%	22,841 $1.25 Million
Q4 2021 Feb 15, 2022	BUY	$60.7 - $72.72 $204,741 - $245,284	3,373 New	3,373 $212,000

Others Institutions Holding MCHI

# of Institutions

290

Shares Held

36.8M

Call Options Held

2.61M

Put Options Held

2.66M

View Full List

About ISHARES MSCI CHINA ETF

Ticker MCHI
Sector ETFs
Industry ETFs

More about MCHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Ishares Msci China ETF Transaction History