North Ridge Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

North Ridge Wealth Advisors’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 Q1	–	Sell	-16	Closed	-$750	–	184
2024 Q4	$750	Buy	+16	New	+$790	﹤0.01%	179

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

North Ridge Wealth Advisors's MCHI Position: Q1 2025 in Review

North Ridge Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q1 2025, closing a stake of 16 shares — an estimated $750 sold.

North Ridge Wealth Advisors first reported a position in MCHI in Q4 2024 and held it in 1 quarter. The position peaked at $750 in Q4 2024. 294 funds tracked by Wall St. Rank hold MCHI as of Q1 2025.

North Ridge Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q1 2025 after selling out during the quarter.
North Ridge Wealth Advisors sold 16 iShares MSCI China ETF shares in Q1 2025, an estimated $750.
North Ridge Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2024 and held it in 1 quarter.
North Ridge Wealth Advisors's iShares MSCI China ETF position peaked at $750 in Q4 2024.
294 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.