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Copia Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Copia Wealth Management’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
-952
Closed -$57.2K – 538
2025
Q4 		$57.2K Hold
952
– – 0.04% 194
2025
Q3 		$62.7K Buy
952
+110
+13% +$6.59K 0.05% 171
2025
Q2 		$46.4K Buy
842
+127
+18% +$6.74K 0.04% 175
2025
Q1 		$38.9K Buy
+715
New +$36.9K 0.04% 174

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Copia Wealth Management's MCHI Position: Q1 2026 in Review

Copia Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q1 2026, closing a stake of 952 shares — an estimated $57.2K sold.

Copia Wealth Management first reported a position in MCHI in Q1 2025 and held it in 4 quarters. The position peaked at $62.7K in Q3 2025. 287 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Copia Wealth Management reported no remaining iShares MSCI China ETF position as of Q1 2026 after selling out during the quarter.
  • Copia Wealth Management sold 952 iShares MSCI China ETF shares in Q1 2026, an estimated $57.2K.
  • Copia Wealth Management first reported a position in iShares MSCI China ETF in Q1 2025 and held it in 4 quarters.
  • Copia Wealth Management's iShares MSCI China ETF position peaked at $62.7K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.