Cresset Asset Management’s iShares MSCI China ETF MCHI Stock Holding History

Cresset Asset 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
2025 Q4	–	Sell	-3,222	Closed	-$212K	–	1682
2025 Q3	$212K	Buy	+3,222	New	+$193K	﹤0.01%	1405
2025 Q2	–	Sell	-20,442	Closed	-$1.11M	–	1646
2025 Q1	$1.11M	Sell	20,442 -6,200	-23%	-$320K	0.01%	733
2024 Q4	$1.25M	Buy	26,642 +9,694	+57%	+$479K	0.01%	710
2024 Q3	$863K	Buy	+16,948	New	+$719K	﹤0.01%	1235
2020 Q2	–	Sell	-3,782	Closed	-$217K	–	707
2020 Q1	$217K	Hold	3,782	–	–	0.01%	490
2019 Q4	$242K	Hold	3,782	–	–	0.01%	504
2019 Q3	$212K	Hold	3,782	–	–	0.01%	492
2019 Q2	$225K	Hold	3,782	–	–	0.01%	411
2019 Q1	$236K	Buy	+3,782	New	+$223K	0.01%	334

Other funds holding MCHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cresset Asset Management's MCHI Position: Q4 2025 in Review

Cresset Asset Management sold out of iShares MSCI China ETF (MCHI) in Q4 2025, closing a stake of 3,222 shares — an estimated $212K sold.

Cresset Asset Management first reported a position in MCHI in Q1 2019 and held it in 9 quarters. The position peaked at $1.25M in Q4 2024. 297 funds tracked by Wall St. Rank hold MCHI as of Q4 2025.

Cresset Asset Management reported no remaining iShares MSCI China ETF position as of Q4 2025 after selling out during the quarter.
Cresset Asset Management sold 3,222 iShares MSCI China ETF shares in Q4 2025, an estimated $212K.
Cresset Asset Management first reported a position in iShares MSCI China ETF in Q1 2019 and held it in 9 quarters.
Cresset Asset Management's iShares MSCI China ETF position peaked at $1.25M in Q4 2024.
297 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2025.

Based on Cresset Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.