Oxford Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Oxford Financial Group’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	-10	Closed	-$469	–	287
2024 Q4	$469	Hold	10	–	–	﹤0.01%	299
2024 Q3	$509	Sell	10 -91	-90%	-$3.86K	﹤0.01%	294
2024 Q2	$4.26K	Buy	+101	New	+$4.34K	﹤0.01%	317

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 $304M AUM 17.94% 1-Year Est. Return

Oxford Financial Group's MCHI Position: Q1 2025 in Review

Oxford Financial Group sold out of iShares MSCI China ETF (MCHI) in Q1 2025, closing a stake of 10 shares — an estimated $469 sold.

Oxford Financial Group first reported a position in MCHI in Q2 2024 and held it in 3 quarters. The position peaked at $4.26K in Q2 2024. 294 funds tracked by Wall St. Rank hold MCHI as of Q1 2025.

Oxford Financial Group reported no remaining iShares MSCI China ETF position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 10 iShares MSCI China ETF shares in Q1 2025, an estimated $469.
Oxford Financial Group first reported a position in iShares MSCI China ETF in Q2 2024 and held it in 3 quarters.
Oxford Financial Group's iShares MSCI China ETF position peaked at $4.26K in Q2 2024.
294 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.