Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares MSCI China ETF MCHI Stock Holding History

Carson Wealth (CWM LLC)’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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares MSCI China ETF (MCHI) position steady in Q1 2026 at 2,508 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Carson Wealth (CWM LLC) first reported a position in MCHI in Q1 2019 and has held it in 28 quarters since. The position peaked at $264K in Q2 2024. 287 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,508 shares of iShares MSCI China ETF worth $141K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares MSCI China ETF share count unchanged in Q1 2026.
  • iShares MSCI China ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3000 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI China ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares MSCI China ETF position peaked at $264K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.