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 Q3	$25.6K	Hold	490	–	–	﹤0.01%	344
2026 Q2	$25K	Hold	490	–	–	﹤0.01%	352
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Cherry Tree Wealth Management's MCHI Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI China ETF (MCHI) position steady in Q3 2026 at 490 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Cherry Tree Wealth Management first reported a position in MCHI in Q2 2023 and has held it in 14 quarters since. The position peaked at $32.3K in Q3 2025. 84 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

Cherry Tree Wealth Management held 490 shares of iShares MSCI China ETF worth $25.6K as of Q3 2026.
Cherry Tree Wealth Management left its iShares MSCI China ETF share count unchanged in Q3 2026.
iShares MSCI China ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #344 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI China ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares MSCI China ETF position peaked at $32.3K in Q3 2025.
84 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.