Upper Left Wealth Management, LLC MCHI Holdings History
Upper Left Wealth Management, LLC's iShares MSCI China ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 90,240.00 shares of iShares MSCI China ETF(MCHI), totaling $4.97 Mil. This investment constitutes 3.32% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.08% of the outstanding iShares MSCI China ETF(MCHI) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 8 purchases of MCHI, at an average price of $46.18, for a total of 100,972.00 shares. In addition, there have been 6 sales at an average price of $47.31 for 10,732.00 shares. Based on historical transaction data and MCHI's current price of $54.58, Upper Left Wealth Management, LLC's estimated gain on his MCHI holdings is $769,731.97, reflecting a 16.51% gain to date.
Upper Left Wealth Management, LLC MCHI ($54.58) Holding Chart
Upper Left Wealth Management, LLC MCHI ($54.58) 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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