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
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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Planning Group's MCHI Position: Q4 2024 in Review

Cornerstone Planning Group sold out of iShares MSCI China ETF (MCHI) in Q4 2024, closing a stake of 32 shares — an estimated $1.6K sold.

Cornerstone Planning Group first reported a position in MCHI in Q4 2022 and held it in 7 quarters. The position peaked at $76.1K in Q4 2022. 253 funds tracked by Wall St. Rank hold MCHI as of Q4 2024.

Cornerstone Planning Group reported no remaining iShares MSCI China ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Planning Group sold 32 iShares MSCI China ETF shares in Q4 2024, an estimated $1.6K.
Cornerstone Planning Group first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's iShares MSCI China ETF position peaked at $76.1K in Q4 2022.
253 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.