Caldwell Trust’s iShares MSCI China ETF MCHI Stock Holding History

Caldwell Trust’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
2023 Q3	–	Sell	-9	Closed	-$403	–	743
2023 Q2	$403	Buy	+9	New	+$421	﹤0.01%	751

Other funds holding MCHI

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Caldwell Trust's MCHI Position: Q3 2023 in Review

Caldwell Trust sold out of iShares MSCI China ETF (MCHI) in Q3 2023, closing a stake of 9 shares — an estimated $403 sold.

Caldwell Trust first reported a position in MCHI in Q2 2023 and held it in 1 quarter. The position peaked at $403 in Q2 2023. 256 funds tracked by Wall St. Rank hold MCHI as of Q3 2023.

Caldwell Trust reported no remaining iShares MSCI China ETF position as of Q3 2023 after selling out during the quarter.
Caldwell Trust sold 9 iShares MSCI China ETF shares in Q3 2023, an estimated $403.
Caldwell Trust first reported a position in iShares MSCI China ETF in Q2 2023 and held it in 1 quarter.
Caldwell Trust's iShares MSCI China ETF position peaked at $403 in Q2 2023.
256 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.