CX Institutional’s iShares MSCI China ETF MCHI Stock Holding History

CX Institutional’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 Q2	$2K	Hold	48	–	–	﹤0.01%	1475
2026 Q1	$3K	Sell	48 -27	-36%	-$1.62K	﹤0.01%	1405
2025 Q4	$5K	Sell	75 -22	-23%	-$1.38K	﹤0.01%	1276
2025 Q3	$6K	Hold	97	–	–	﹤0.01%	1250
2025 Q2	$5K	Hold	97	–	–	﹤0.01%	1097
2025 Q1	$5K	Buy	+97	New	+$5K	﹤0.01%	1065
2023 Q2	–	Sell	-73,144	Closed	-$3.65M	–	524
2023 Q1	$3.65M	Buy	+73,144	New	+$3.72M	0.19%	161
2021 Q2	–	Sell	-245	Closed	-$20K	–	965
2021 Q1	$20K	Hold	245	–	–	﹤0.01%	668
2020 Q4	$20K	Hold	245	–	–	﹤0.01%	610
2020 Q3	$18K	Buy	+245	New	+$17.9K	﹤0.01%	571

Other funds holding MCHI

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return