CastleKeep Investment Advisors’s iShares MSCI China ETF MCHI Stock Holding History

CastleKeep Investment 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	$132K	Buy	+2,591	New	+$145K	0.07%	69
2026 Q1	–	Sell	-5,317	Closed	-$319K	–	82
2025 Q4	$319K	Hold	5,317	–	–	0.14%	83
2025 Q3	$350K	Hold	5,317	–	–	0.16%	83
2025 Q2	$293K	Sell	5,317 -283	-5%	-$15K	0.14%	83
2025 Q1	$305K	Hold	5,600	–	–	0.16%	81
2024 Q4	$262K	Hold	5,600	–	–	0.18%	77
2024 Q3	$285K	Hold	5,600	–	–	0.19%	87
2024 Q2	$236K	Hold	5,600	–	–	0.18%	90
2024 Q1	$222K	Buy	+5,600	New	+$217K	0.16%	94

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

CastleKeep Investment Advisors's MCHI Position: Q2 2026 in Review

CastleKeep Investment Advisors opened a new position in iShares MSCI China ETF (MCHI) in Q2 2026: 2,591 shares worth $132K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings. This is a return to the name: CastleKeep Investment Advisors previously reported a position in MCHI as recently as Q4 2025.

CastleKeep Investment Advisors first reported a position in MCHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $350K in Q3 2025. 289 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

CastleKeep Investment Advisors held 2,591 shares of iShares MSCI China ETF worth $132K as of Q2 2026.
iShares MSCI China ETF was a new CastleKeep Investment Advisors position in Q2 2026.
iShares MSCI China ETF made up 0.07% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #69 holding.
CastleKeep Investment Advisors first reported a position in iShares MSCI China ETF in Q1 2024 and has held it in 9 quarters since.
CastleKeep Investment Advisors's iShares MSCI China ETF position peaked at $350K in Q3 2025.
289 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

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