Concord Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History

Concord Wealth Partners’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
2025 Q2	–	Sell	-25	Closed	-$1.36K	–	892
2025 Q1	$1.36K	Hold	25	–	–	﹤0.01%	710
2024 Q4	$1.17K	Buy	+25	New	+$1.23K	﹤0.01%	774
2022 Q3	–	Sell	-70	Closed	-$4K	–	721
2022 Q2	$4K	Buy	70 +19	+37%	+$975	﹤0.01%	876
2022 Q1	$3K	Buy	51 +18	+55%	+$1.06K	﹤0.01%	1030
2021 Q4	$2K	Buy	+33	New	+$2.22K	﹤0.01%	1137

Other funds holding MCHI

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

MIH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AIMCA

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Concord Wealth Partners's MCHI Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares MSCI China ETF (MCHI) in Q2 2025, closing a stake of 25 shares — an estimated $1.36K sold.

Concord Wealth Partners first reported a position in MCHI in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 267 funds tracked by Wall St. Rank hold MCHI as of Q2 2025.

Concord Wealth Partners reported no remaining iShares MSCI China ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 25 iShares MSCI China ETF shares in Q2 2025, an estimated $1.36K.
Concord Wealth Partners first reported a position in iShares MSCI China ETF in Q4 2021 and held it in 5 quarters.
Concord Wealth Partners's iShares MSCI China ETF position peaked at $4K in Q2 2022.
267 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.