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Aspen Wealth Strategies’s iShares MSCI China ETF MCHI Stock Holding History

Aspen Wealth Strategies’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
2025
Q2 		– Sell
-8,889
Closed -$484K – 88
2025
Q1 		$484K Buy
8,889
+1,275
+17% +$65.7K 0.32% 51
2024
Q4 		$357K Buy
+7,614
New +$376K 0.23% 55

Other funds holding MCHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Aspen Wealth Strategies's MCHI Position: Q2 2025 in Review

Aspen Wealth Strategies sold out of iShares MSCI China ETF (MCHI) in Q2 2025, closing a stake of 8,889 shares — an estimated $484K sold.

Aspen Wealth Strategies first reported a position in MCHI in Q4 2024 and held it in 2 quarters. The position peaked at $484K in Q1 2025. 267 funds tracked by Wall St. Rank hold MCHI as of Q2 2025.

  • Aspen Wealth Strategies reported no remaining iShares MSCI China ETF position as of Q2 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 8,889 iShares MSCI China ETF shares in Q2 2025, an estimated $484K.
  • Aspen Wealth Strategies first reported a position in iShares MSCI China ETF in Q4 2024 and held it in 2 quarters.
  • Aspen Wealth Strategies's iShares MSCI China ETF position peaked at $484K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2025.

Based on Aspen Wealth Strategies's 13F filing for Q2 2025, filed 7 Aug 2025.