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AE Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

AE 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
Q2 		$58.2K Buy
1,141
+408
+56% +$22.8K ﹤0.01% 2061
2026
Q1 		$41.2K Sell
733
-175
-19% -$10.5K ﹤0.01% 2005
2025
Q4 		$54.5K Sell
908
-78
-8% -$4.91K ﹤0.01% 1838
2025
Q3 		$64.9K Sell
986
-50
-5% -$3K ﹤0.01% 1669
2025
Q2 		$57.1K Sell
1,036
-295
-22% -$15.7K ﹤0.01% 1586
2025
Q1 		$72.4K Sell
1,331
-32
-2% -$1.65K ﹤0.01% 1514
2024
Q4 		$63.9K Buy
+1,363
New +$67.3K ﹤0.01% 1520
2024
Q1 		– Sell
-30,040
Closed -$1.15M – 1653
2023
Q4 		$1.15M Buy
30,040
+10,320
+52% +$435K 0.01% 1103
2023
Q3 		$854K Buy
19,720
+9,565
+94% +$433K 0.01% 1163
2023
Q2 		$454K Buy
10,155
+2,183
+27% +$102K ﹤0.01% 1444
2023
Q1 		$398K Buy
7,972
+2,994
+60% +$152K ﹤0.01% 1442
2022
Q4 		$236K Sell
4,978
-1,577
-24% -$68.4K ﹤0.01% 1606
2022
Q3 		$279K Sell
6,555
-78,920
-92% -$3.9M ﹤0.01% 1494
2022
Q2 		$4.77M Buy
85,475
+81,365
+1,980% +$4.18M 0.04% 417
2022
Q1 		$217K Buy
+4,110
New +$242K ﹤0.01% 1558

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

AE Wealth Management's MCHI Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI China ETF (MCHI) stake by 56% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,141 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

AE Wealth Management first reported a position in MCHI in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.77M in Q2 2022. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • AE Wealth Management held 1,141 shares of iShares MSCI China ETF worth $58.2K as of Q2 2026.
  • AE Wealth Management bought 408 iShares MSCI China ETF shares in Q2 2026, an estimated $22.8K.
  • iShares MSCI China ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2061 holding.
  • AE Wealth Management first reported a position in iShares MSCI China ETF in Q1 2022 and has held it in 15 quarters since.
  • AE Wealth Management's iShares MSCI China ETF position peaked at $4.77M in Q2 2022.
  • 290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.