BHWM
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Bay Harbor Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Bay Harbor 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 		$1.15K Hold
20
– – ﹤0.01% 714
2025
Q4 		$1.23K Hold
20
– – ﹤0.01% 583
2025
Q3 		$1.33K Hold
20
– – ﹤0.01% 451
2025
Q2 		$1.11K Hold
20
– – ﹤0.01% 430
2025
Q1 		$1.09K Hold
20
– – ﹤0.01% 282
2024
Q4 		$937 Hold
20
– – ﹤0.01% 167
2024
Q3 		$1.02K Buy
+20
New +$848 ﹤0.01% 155

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PF
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Bank Julius Baer & Co
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Korea Investment Corp
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AIMCA
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MIH
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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