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Cherry Tree Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Cherry Tree Wealth 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
Q1 		$27.5K Hold
490
– – 0.01% 321
2025
Q4 		$29.4K Hold
490
– – 0.01% 313
2025
Q3 		$32.3K Hold
490
– – 0.01% 291
2025
Q2 		$27K Hold
490
– – 0.01% 305
2025
Q1 		$26.7K Hold
490
– – 0.01% 311
2024
Q4 		$23K Buy
490
+215
+78% +$10.6K 0.01% 319
2024
Q3 		$14K Hold
275
– – ﹤0.01% 379
2024
Q2 		$11.6K Hold
275
– – ﹤0.01% 377
2024
Q1 		$10.9K Hold
275
– – ﹤0.01% 368
2023
Q4 		$11.2K Hold
275
– – ﹤0.01% 347
2023
Q3 		$11.9K Hold
275
– – ﹤0.01% 331
2023
Q2 		$12.3K Buy
+275
New +$12.9K ﹤0.01% 323

Other funds holding MCHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return