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 Q3	$3K	Buy	66 +18	+38%	+$973	﹤0.01%	1513
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 $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

CX Institutional's MCHI Position: Q3 2026 in Review

CX Institutional increased its iShares MSCI China ETF (MCHI) stake by 38% in Q3 2026, buying an estimated $973 and bringing the position to 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

CX Institutional first reported a position in MCHI in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.65M in Q1 2023. 66 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

CX Institutional held 66 shares of iShares MSCI China ETF worth $3K as of Q3 2026.
CX Institutional bought 18 iShares MSCI China ETF shares in Q3 2026, an estimated $973.
iShares MSCI China ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1513 holding.
CX Institutional first reported a position in iShares MSCI China ETF in Q3 2020 and has held it in 11 quarters since.
CX Institutional's iShares MSCI China ETF position peaked at $3.65M in Q1 2023.
66 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.