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

Baker Tilly 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 Q3	–	Sell	-5,434	Closed	-$277K	–	300
2026 Q2	$277K	Hold	5,434	–	–	0.06%	233
2026 Q1	$305K	Hold	5,434	–	–	0.07%	208
2025 Q4	$326K	Hold	5,434	–	–	0.08%	209
2025 Q3	$358K	Hold	5,434	–	–	0.08%	189
2025 Q2	$299K	Buy	5,434 +955	+21%	+$50.7K	0.11%	183
2025 Q1	$244K	Buy	+4,479	New	+$231K	0.1%	209
2024 Q1	–	Sell	-39,631	Closed	-$1.61M	–	447
2023 Q4	$1.61M	Buy	+39,631	New	+$1.67M	0.27%	82

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

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

APW

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

HCM

Helios Capital Management Singapore $91.9M AUM 0.59% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Baker Tilly Wealth Management's MCHI Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q3 2026, closing a stake of 5,434 shares — an estimated $277K sold.

Baker Tilly Wealth Management first reported a position in MCHI in Q4 2023 and held it in 7 quarters. The position peaked at $1.61M in Q4 2023. 21 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

Baker Tilly Wealth Management reported no remaining iShares MSCI China ETF position as of Q3 2026 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,434 iShares MSCI China ETF shares in Q3 2026, an estimated $277K.
Baker Tilly Wealth Management first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 7 quarters.
Baker Tilly Wealth Management's iShares MSCI China ETF position peaked at $1.61M in Q4 2023.
21 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.