Boltwood Capital Management’s iShares MSCI China ETF MCHI Stock Holding History

Boltwood Capital Management’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	$1.08M	Buy	21,090 +75	+0.4%	+$4.2K	0.25%	88
2026 Q1	$1.18M	Buy	21,015 +3,540	+20%	+$213K	0.3%	74
2025 Q4	$1.05M	Buy	17,475 +125	+0.7%	+$7.86K	0.27%	76
2025 Q3	$1.14M	Hold	17,350	–	–	0.3%	73
2025 Q2	$956K	Buy	17,350 +4,025	+30%	+$214K	0.27%	84
2025 Q1	$725K	Buy	13,325 +1,475	+12%	+$76K	0.22%	90
2024 Q4	$555K	Buy	11,850 +750	+7%	+$37K	0.17%	104
2024 Q3	$565K	Sell	11,100 -1,700	-13%	-$72.1K	0.17%	105
2024 Q2	$540K	Buy	12,800 +1,800	+16%	+$77.4K	0.17%	108
2024 Q1	$437K	Buy	11,000 +1,950	+22%	+$75.5K	0.14%	126
2023 Q4	$369K	Buy	9,050 +4,350	+93%	+$183K	0.12%	129
2023 Q3	$203K	Sell	4,700 -3,700	-44%	-$168K	0.08%	154
2023 Q2	$376K	Buy	8,400 +2,200	+35%	+$103K	0.14%	122
2023 Q1	$309K	Buy	+6,200	New	+$315K	0.12%	131

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

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

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

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 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