Creative Planning’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
7,683
+547
| +8% | +$30.1K | ﹤0.01% | 2607 |
|
|
2025
Q1 | $388K | Buy |
7,136
+2,508
| +54% | +$136K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $217K | Buy |
4,628
+283
| +7% | +$13.3K | ﹤0.01% | 2909 |
|
|
2024
Q3 | $221K | Buy |
+4,345
| New | +$221K | ﹤0.01% | 2753 |
|
|
2024
Q2 | – | Sell |
-6,000
| Closed | -$238K | – | 3048 |
|
|
2024
Q1 | $238K | Sell |
6,000
-5,724
| -49% | -$227K | ﹤0.01% | 2429 |
|
|
2023
Q4 | $478K | Sell |
11,724
-313
| -3% | -$12.8K | ﹤0.01% | 1739 |
|
|
2023
Q3 | $521K | Buy |
12,037
+1,199
| +11% | +$51.9K | ﹤0.01% | 1541 |
|
|
2023
Q2 | $485K | Buy |
10,838
+272
| +3% | +$12.2K | ﹤0.01% | 1564 |
|
|
2023
Q1 | $527K | Sell |
10,566
-1,914
| -15% | -$95.5K | ﹤0.01% | 1423 |
|
|
2022
Q4 | $593K | Buy |
12,480
+5,613
| +82% | +$267K | ﹤0.01% | 1326 |
|
|
2022
Q3 | $292K | Sell |
6,867
-50,654
| -88% | -$2.15M | ﹤0.01% | 1650 |
|
|
2022
Q2 | $3.21M | Buy |
57,521
+46,315
| +413% | +$2.58M | 0.01% | 569 |
|
|
2022
Q1 | $592K | Buy |
11,206
+5,606
| +100% | +$296K | ﹤0.01% | 1240 |
|
|
2021
Q4 | $351K | Sell |
5,600
-224
| -4% | -$14K | ﹤0.01% | 1519 |
|
|
2021
Q3 | $393K | Sell |
5,824
-6,445
| -53% | -$435K | ﹤0.01% | 1435 |
|
|
2021
Q2 | $1.01M | Sell |
12,269
-7,331
| -37% | -$604K | ﹤0.01% | 931 |
|
|
2021
Q1 | $1.6M | Buy |
19,600
+3,782
| +24% | +$309K | ﹤0.01% | 809 |
|
|
2020
Q4 | $1.28M | Buy |
+15,818
| New | +$1.28M | ﹤0.01% | 836 |
|
|
2020
Q1 | – | Sell |
-3,239
| Closed | -$208K | – | 1847 |
|
|
2019
Q4 | $208K | Buy |
+3,239
| New | +$208K | ﹤0.01% | 1604 |
|
|
2019
Q2 | – | Sell |
-3,884
| Closed | -$242K | – | 1927 |
|
|
2019
Q1 | $242K | Buy |
+3,884
| New | +$242K | ﹤0.01% | 1454 |
|
|
2017
Q3 | – | Sell |
-547
| Closed | -$30K | – | 2870 |
|
|
2017
Q2 | $30K | Buy |
547
+100
| +22% | +$5.48K | ﹤0.01% | 2863 |
|
|
2017
Q1 | $22K | Hold |
447
| – | – | ﹤0.01% | 3033 |
|
|
2016
Q4 | $20K | Hold |
447
| – | – | ﹤0.01% | 3051 |
|
|
2016
Q3 | $22K | Hold |
447
| – | – | ﹤0.01% | 2971 |
|
|
2016
Q2 | $19K | Hold |
447
| – | – | ﹤0.01% | 2807 |
|
|
2016
Q1 | $19K | Hold |
447
| – | – | ﹤0.01% | 2773 |
|
|
2015
Q4 | $20K | Hold |
447
| – | – | ﹤0.01% | 2817 |
|
|
2015
Q3 | $20K | Buy |
+447
| New | +$20K | ﹤0.01% | 2706 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$11K | – | 2104 |
|
|
2015
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 3090 |
|
|
2014
Q3 | – | Sell |
-392
| Closed | -$18K | – | 3939 |
|
|
2014
Q2 | $18K | Buy |
+392
| New | +$18K | ﹤0.01% | 2516 |
|