Fortitude Family Office’s iShares MSCI China ETF MCHI Stock Holding History

Fortitude Family Office’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	$13.7K	Buy	263 +215	+448%	+$11.6K	﹤0.01%	1053
2026 Q2	$2.45K	Buy	48 +22	+85%	+$1.23K	﹤0.01%	1411
2026 Q1	$1.46K	Hold	26	–	–	﹤0.01%	1392
2025 Q4	$1.56K	Hold	26	–	–	﹤0.01%	1280
2025 Q3	$1.71K	Hold	26	–	–	﹤0.01%	1303
2025 Q2	$1.43K	Sell	26 -26	-50%	-$1.38K	﹤0.01%	1349
2025 Q1	$2.83K	Hold	52	–	–	﹤0.01%	859
2024 Q4	$2.44K	Hold	52	–	–	﹤0.01%	1003
2024 Q3	$2.65K	Hold	52	–	–	﹤0.01%	946
2024 Q2	$2.19K	Hold	52	–	–	﹤0.01%	786
2024 Q1	$2.07K	Sell	52 -774	-94%	-$30K	﹤0.01%	814
2023 Q4	$33.7K	Buy	+826	New	+$34.8K	0.03%	222

Other funds holding MCHI

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

VSQM

V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Fortitude Family Office's MCHI Position: Q3 2026 in Review

Fortitude Family Office increased its iShares MSCI China ETF (MCHI) stake by 448% in Q3 2026, buying an estimated $11.6K and bringing the position to 263 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Fortitude Family Office first reported a position in MCHI in Q4 2023 and has held it in 12 quarters since. The position peaked at $33.7K in Q4 2023. 30 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

Fortitude Family Office held 263 shares of iShares MSCI China ETF worth $13.7K as of Q3 2026.
Fortitude Family Office bought 215 iShares MSCI China ETF shares in Q3 2026, an estimated $11.6K.
iShares MSCI China ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1053 holding.
Fortitude Family Office first reported a position in iShares MSCI China ETF in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's iShares MSCI China ETF position peaked at $33.7K in Q4 2023.
30 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.