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

BigSur 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	$1.11M	Sell	21,820 -1,000	-4%	-$56K	0.27%	92
2026 Q1	$1.28M	Hold	22,820	–	–	0.36%	76
2025 Q4	$1.37M	Hold	22,820	–	–	0.33%	76
2025 Q3	$1.5M	Sell	22,820 -5,600	-20%	-$336K	0.37%	71
2025 Q2	$1.57M	Hold	28,420	–	–	0.4%	67
2025 Q1	$1.55M	Hold	28,420	–	–	0.42%	64
2024 Q4	$1.33M	Hold	28,420	–	–	0.38%	68
2024 Q3	$1.45M	Hold	28,420	–	–	0.4%	65
2024 Q2	$1.2M	Hold	28,420	–	–	0.37%	74
2024 Q1	$1.13M	Hold	28,420	–	–	0.35%	77
2023 Q4	$1.16M	Hold	28,420	–	–	0.55%	52
2023 Q3	$1.23M	Hold	28,420	–	–	0.62%	45
2023 Q2	$1.27M	Sell	28,420 -3,000	-10%	-$140K	0.61%	46
2023 Q1	$1.57M	Hold	31,420	–	–	0.74%	40
2022 Q4	$1.49M	Hold	31,420	–	–	0.72%	40
2022 Q3	$1.34M	Sell	31,420 -4,000	-11%	-$197K	0.68%	42
2022 Q2	$1.98M	Hold	35,420	–	–	0.93%	32
2022 Q1	$1.87M	Hold	35,420	–	–	0.73%	40
2021 Q4	$2.22M	Buy	35,420 +21,820	+160%	+$1.47M	0.87%	35
2021 Q3	$918K	Buy	+13,600	New	+$978K	0.41%	61
2021 Q2	–	Sell	-2,000	Closed	-$163K	–	132
2021 Q1	$163K	Buy	+2,000	New	+$175K	0.08%	116

Other funds holding MCHI

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

YAVAPFMC

Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

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

BigSur Wealth Management reduced its iShares MSCI China ETF (MCHI) stake by 4.4% in Q2 2026, selling an estimated $56K and leaving 21,820 shares worth $1.11M. The position accounts for 0.27% of the portfolio, ranked #92.

BigSur Wealth Management first reported a position in MCHI in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.22M in Q4 2021. 50 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

BigSur Wealth Management held 21,820 shares of iShares MSCI China ETF worth $1.11M as of Q2 2026.
BigSur Wealth Management sold 1,000 iShares MSCI China ETF shares in Q2 2026, an estimated $56K.
iShares MSCI China ETF made up 0.27% of BigSur Wealth Management's portfolio in Q2 2026, its #92 holding.
BigSur Wealth Management first reported a position in iShares MSCI China ETF in Q1 2021 and has held it in 21 quarters since.
BigSur Wealth Management's iShares MSCI China ETF position peaked at $2.22M in Q4 2021.
50 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.