Number of Shares
81,923.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
0.73%
Total Estimate Gain
$-317,252.34
% of Total Estimate Gain
-2.50%

LAKE STREET PRIVATE WEALTH, LLC's iShares MSCI China ETF Holding Summary

As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 81,923.00 shares of iShares MSCI China ETF(MCHI), totaling $4.46 Mil. This investment constitutes 0.73% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.07% of the outstanding iShares MSCI China ETF(MCHI) stock.

The initial trade took place in 2020Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 14 purchases of MCHI, at an average price of $56.18, for a total of 226,345.00 shares. In addition, there have been 7 sales at an average price of $52.24 for 144,422.00 shares. Based on historical transaction data and MCHI's current price of $59.25, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his MCHI holdings is $-317,252.34, reflecting a -2.50% gain to date.

LAKE STREET PRIVATE WEALTH, LLC MCHI ($59.25) Holding Chart

LAKE STREET PRIVATE WEALTH, LLC MCHI ($59.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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