CSWG
MCHI icon

Cardinal Strategic Wealth Guidance’s iShares MSCI China ETF MCHI Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q1 		– Sell
-298
Closed -$14K – 72
2024
Q4 		$14K Buy
+298
New +$14.7K ﹤0.01% 76

Other funds holding MCHI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's MCHI Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of iShares MSCI China ETF (MCHI) in Q1 2025, closing a stake of 298 shares — an estimated $14K sold.

Cardinal Strategic Wealth Guidance first reported a position in MCHI in Q4 2024 and held it in 1 quarter. The position peaked at $14K in Q4 2024. 294 funds tracked by Wall St. Rank hold MCHI as of Q1 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares MSCI China ETF position as of Q1 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 298 iShares MSCI China ETF shares in Q1 2025, an estimated $14K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares MSCI China ETF in Q4 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's iShares MSCI China ETF position peaked at $14K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.