Cornerstone Planning Group’s iShares MSCI China ETF MCHI Stock Holding History

Cornerstone Planning Group’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	–	Sell	-175	Closed	-$9.38K	–	1063
2026 Q2	$9.38K	Buy	+175	New	+$9.8K	﹤0.01%	911
2024 Q4	–	Sell	-32	Closed	-$1.6K	–	1459
2024 Q3	$1.6K	Sell	32 -51	-61%	-$2.16K	﹤0.01%	829
2024 Q2	$3.37K	Sell	83 -28	-25%	-$1.2K	﹤0.01%	654
2024 Q1	$4.97K	Sell	111 -159	-59%	-$6.15K	﹤0.01%	515
2023 Q4	$11K	Sell	270 -149	-36%	-$6.28K	﹤0.01%	413
2023 Q3	$18.1K	Sell	419 -332	-44%	-$15K	0.01%	323
2023 Q2	$33.6K	Buy	+751	New	+$35.1K	0.01%	318
2022 Q4	$76.1K	Buy	+1,422	New	+$61.7K	0.03%	203

Other funds holding MCHI

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

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Cornerstone Planning Group's MCHI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares MSCI China ETF (MCHI) in Q3 2026, closing a stake of 175 shares — an estimated $9.38K sold.

Cornerstone Planning Group first reported a position in MCHI in Q4 2022 and held it in 8 quarters. The position peaked at $76.1K in Q4 2022. 66 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares MSCI China ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 175 iShares MSCI China ETF shares in Q3 2026, an estimated $9.38K.
Cornerstone Planning Group first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 8 quarters.
Cornerstone Planning Group's iShares MSCI China ETF position peaked at $76.1K in Q4 2022.
66 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.