GSWM
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Golden State Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Golden State Wealth 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
2026
Q1 		$1.29K Hold
23
– – ﹤0.01% 1408
2025
Q4 		$1.38K Hold
23
– – ﹤0.01% 1458
2025
Q3 		$1.51K Hold
23
– – ﹤0.01% 1439
2025
Q2 		$1.27K Hold
23
– – ﹤0.01% 1409
2025
Q1 		$1.25K Hold
23
– – ﹤0.01% 1391
2024
Q4 		$1.08K Buy
+23
New +$1.14K ﹤0.01% 1344
2019
Q4 		– Sell
-709
Closed -$40K – 578
2019
Q3 		$40K Sell
709
-4,714
-87% -$271K 0.01% 476
2019
Q2 		$322K Buy
5,423
+508
+10% +$30.5K 0.1% 160
2019
Q1 		$307K Buy
+4,915
New +$290K 0.1% 163

Other funds holding MCHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return