CapWealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

CapWealth 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 Q1	–	Sell	-127,110	Closed	-$7.64M	–	122
2025 Q4	$7.64M	Buy	127,110 +916	+0.7%	+$57.6K	0.52%	52
2025 Q3	$8.31M	Sell	126,194 -690	-0.5%	-$41.4K	0.57%	53
2025 Q2	$6.99M	Buy	126,884 +1,430	+1%	+$75.9K	0.69%	45
2025 Q1	$6.82M	Buy	125,454 +1,886	+2%	+$97.2K	0.74%	42
2024 Q4	$5.79M	Sell	123,568 -6,202	-5%	-$306K	0.63%	43
2024 Q3	$6.61M	Buy	+129,770	New	+$5.5M	0.72%	44

Other funds holding MCHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CapWealth Advisors's MCHI Position: Q1 2026 in Review

CapWealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q1 2026, closing a stake of 127,110 shares — an estimated $7.64M sold.

CapWealth Advisors first reported a position in MCHI in Q3 2024 and held it in 6 quarters. The position peaked at $8.31M in Q3 2025. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

CapWealth Advisors reported no remaining iShares MSCI China ETF position as of Q1 2026 after selling out during the quarter.
CapWealth Advisors sold 127,110 iShares MSCI China ETF shares in Q1 2026, an estimated $7.64M.
CapWealth Advisors first reported a position in iShares MSCI China ETF in Q3 2024 and held it in 6 quarters.
CapWealth Advisors's iShares MSCI China ETF position peaked at $8.31M in Q3 2025.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.