Cape Investment Advisory’s iShares MSCI China ETF MCHI Stock Holding History

Cape Investment Advisory’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	$15.3K	Buy	+300	New	+$16.8K	﹤0.01%	763
2026 Q1	–	Sell	-195	Closed	-$11.7K	–	786
2025 Q4	$11.7K	Sell	195 -63	-24%	-$3.96K	﹤0.01%	719
2025 Q3	$17K	Sell	258 -2	-0.8%	-$120	0.02%	338
2025 Q2	$14.3K	Buy	260 +47	+22%	+$2.5K	0.01%	572
2025 Q1	$11.6K	Sell	213 -41	-16%	-$2.11K	﹤0.01%	574
2024 Q4	$11.9K	Sell	254 -19	-7%	-$938	﹤0.01%	548
2024 Q3	$13.9K	Buy	273 +94	+53%	+$3.98K	0.01%	512
2024 Q2	$7.55K	Sell	179 -31	-15%	-$1.33K	﹤0.01%	574
2024 Q1	$8.34K	Buy	210 +48	+30%	+$1.86K	﹤0.01%	579
2023 Q4	$6.6K	Hold	162	–	–	﹤0.01%	736
2023 Q3	$7.01K	Buy	162 +8	+5%	+$362	﹤0.01%	620
2023 Q2	$6.89K	Buy	154 +4	+3%	+$187	﹤0.01%	612
2023 Q1	$7.48K	Buy	+150	New	+$7.63K	﹤0.01%	591

Other funds holding MCHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Cape Investment Advisory's MCHI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI China ETF (MCHI) in Q2 2026: 300 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MCHI as recently as Q4 2025.

Cape Investment Advisory first reported a position in MCHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $17K in Q3 2025. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Cape Investment Advisory held 300 shares of iShares MSCI China ETF worth $15.3K as of Q2 2026.
iShares MSCI China ETF was a new Cape Investment Advisory position in Q2 2026.
iShares MSCI China ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #763 holding.
Cape Investment Advisory first reported a position in iShares MSCI China ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's iShares MSCI China ETF position peaked at $17K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.