180 Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

180 Wealth Advisors’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
2026 Q2	$3.39M	Buy	66,489 +7,323	+12%	+$410K	0.34%	74
2026 Q1	$3.32M	Buy	59,166 +4,934	+9%	+$296K	0.38%	66
2025 Q4	$3.26M	Buy	54,232 +7,992	+17%	+$503K	0.37%	64
2025 Q3	$3.04M	Buy	46,240 +3,784	+9%	+$227K	0.37%	64
2025 Q2	$2.34M	Buy	42,456 +6,621	+18%	+$351K	0.33%	79
2025 Q1	$1.95M	Buy	35,835 +10,290	+40%	+$530K	0.31%	83
2024 Q4	$1.2M	Buy	25,545 +3,194	+14%	+$158K	0.19%	114
2024 Q3	$1.14M	Buy	22,351 +6,599	+42%	+$280K	0.18%	120
2024 Q2	$686K	Buy	15,752 +8,458	+116%	+$364K	0.11%	168
2024 Q1	$290K	Buy	+7,294	New	+$282K	0.05%	303
2020 Q2	–	Sell	-3,526	Closed	-$201K	–	270
2020 Q1	$201K	Sell	3,526 -1	-0%	-$62	0.1%	204
2019 Q4	$235K	Buy	+3,527	New	+$211K	0.09%	233

Other funds holding MCHI

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return