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Baldwin Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-250
Closed -$12.7K – 694
2024
Q3 		$12.7K Hold
250
– – ﹤0.01% 760
2024
Q2 		$10.5K Hold
250
– – ﹤0.01% 537
2024
Q1 		$9.93K Hold
250
– – ﹤0.01% 556
2023
Q4 		$10.2K Hold
250
– – ﹤0.01% 571
2023
Q3 		$10.8K Hold
250
– – ﹤0.01% 570
2023
Q2 		$11.2K Hold
250
– – ﹤0.01% 586
2023
Q1 		$12.5K Buy
250
+170
+213% +$8.65K ﹤0.01% 597
2022
Q4 		$3.8K Buy
+80
New +$3.47K ﹤0.01% 682

Other funds holding MCHI

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's MCHI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 250 shares — an estimated $12.7K sold.

Baldwin Wealth Partners first reported a position in MCHI in Q4 2022 and held it in 8 quarters. The position peaked at $12.7K in Q3 2024. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 250 iShares MSCI China ETF shares in Q4 2024, an estimated $12.7K.
  • Baldwin Wealth Partners first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's iShares MSCI China ETF position peaked at $12.7K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.