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Capstone Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Capstone Financial Advisors’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 		– Sell
-4,000
Closed -$225K – 201
2026
Q1 		$225K Hold
4,000
– – 0.01% 158
2025
Q4 		$240K Buy
+4,000
New +$252K 0.01% 153

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

Capstone Financial Advisors's MCHI Position: Q2 2026 in Review

Capstone Financial Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2026, closing a stake of 4,000 shares — an estimated $225K sold.

Capstone Financial Advisors first reported a position in MCHI in Q4 2025 and held it in 2 quarters. The position peaked at $240K in Q4 2025. 289 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Capstone Financial Advisors reported no remaining iShares MSCI China ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 4,000 iShares MSCI China ETF shares in Q2 2026, an estimated $225K.
  • Capstone Financial Advisors first reported a position in iShares MSCI China ETF in Q4 2025 and held it in 2 quarters.
  • Capstone Financial Advisors's iShares MSCI China ETF position peaked at $240K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.