Carson Wealth (CWM LLC)’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $141K | Hold |
2,508
| – | – | ﹤0.01% | 3000 |
|
|
2025
Q4 | $151K | Sell |
2,508
-21
| -0.8% | -$1.32K | ﹤0.01% | 2776 |
|
|
2025
Q3 | $167K | Buy |
2,529
+72
| +3% | +$4.32K | ﹤0.01% | 2578 |
|
|
2025
Q2 | $135K | Hold |
2,457
| – | – | ﹤0.01% | 2471 |
|
|
2025
Q1 | $134K | Sell |
2,457
-166
| -6% | -$8.56K | ﹤0.01% | 2183 |
|
|
2024
Q4 | $123K | Buy |
2,623
+46
| +2% | +$2.27K | ﹤0.01% | 2151 |
|
|
2024
Q3 | $131K | Sell |
2,577
-3,694
| -59% | -$157K | ﹤0.01% | 2018 |
|
|
2024
Q2 | $264K | Buy |
6,271
+1,374
| +28% | +$59.1K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $195K | Buy |
4,897
+2,721
| +125% | +$105K | ﹤0.01% | 1526 |
|
|
2023
Q4 | $89K | Buy |
2,176
+1,702
| +359% | +$71.7K | ﹤0.01% | 1832 |
|
|
2023
Q3 | $21K | Buy |
474
+399
| +532% | +$18.1K | ﹤0.01% | 2659 |
|
|
2023
Q2 | $3K | Buy |
75
+19
| +34% | +$889 | ﹤0.01% | 3660 |
|
|
2023
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 3532 |
|
|
2022
Q4 | $3K | Sell |
56
-172
| -75% | -$7.46K | ﹤0.01% | 3432 |
|
|
2022
Q3 | $10K | Buy |
228
+40
| +21% | +$1.98K | ﹤0.01% | 2684 |
|
|
2022
Q2 | $10K | Hold |
188
| – | – | ﹤0.01% | 2589 |
|
|
2022
Q1 | $10K | Sell |
188
-4
| -2% | -$235 | ﹤0.01% | 2478 |
|
|
2021
Q4 | $12K | Buy |
+192
| New | +$12.9K | ﹤0.01% | 2251 |
|
|
2021
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2021
Q1 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q4 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q3 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q1 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q4 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q3 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q1 | $46K | Buy |
+553
| New | +$32.6K | ﹤0.01% | 1433 |
|
Other funds holding MCHI
PF
AIMCA
MIH
SGDR
JPG
