Creative Planning’s iShares MSCI China ETF MCHI Stock Holding History

Creative Planning’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	$742K	Sell	14,544 -503	-3%	-$28.2K	﹤0.01%	2882
2026 Q1	$845K	Buy	15,047 +898	+6%	+$53.9K	﹤0.01%	2593
2025 Q4	$850K	Sell	14,149 -2,628	-16%	-$165K	﹤0.01%	2413
2025 Q3	$1.1M	Buy	16,777 +9,094	+118%	+$545K	﹤0.01%	2023
2025 Q2	$423K	Buy	7,683 +547	+8%	+$29K	﹤0.01%	2615
2025 Q1	$388K	Buy	7,136 +2,508	+54%	+$129K	﹤0.01%	2526
2024 Q4	$217K	Buy	4,628 +283	+7%	+$14K	﹤0.01%	2918
2024 Q3	$221K	Buy	+4,345	New	+$184K	﹤0.01%	2753
2024 Q2	–	Sell	-6,000	Closed	-$238K	–	3130
2024 Q1	$238K	Sell	6,000 -5,724	-49%	-$222K	﹤0.01%	2439
2023 Q4	$478K	Sell	11,724 -313	-3%	-$13.2K	﹤0.01%	1743
2023 Q3	$521K	Buy	12,037 +1,199	+11%	+$54.3K	﹤0.01%	1544
2023 Q2	$485K	Buy	10,838 +272	+3%	+$12.7K	﹤0.01%	1570
2023 Q1	$527K	Sell	10,566 -1,914	-15%	-$97.4K	﹤0.01%	1428
2022 Q4	$593K	Buy	12,480 +5,613	+82%	+$243K	﹤0.01%	1331
2022 Q3	$292K	Sell	6,867 -50,654	-88%	-$2.5M	﹤0.01%	1661
2022 Q2	$3.21M	Buy	57,521 +46,315	+413%	+$2.38M	0.01%	570
2022 Q1	$592K	Buy	11,206 +5,606	+100%	+$330K	﹤0.01%	1242
2021 Q4	$351K	Sell	5,600 -224	-4%	-$15K	﹤0.01%	1519
2021 Q3	$393K	Sell	5,824 -6,445	-53%	-$464K	﹤0.01%	1435
2021 Q2	$1.01M	Sell	12,269 -7,331	-37%	-$597K	﹤0.01%	931
2021 Q1	$1.6M	Buy	19,600 +3,782	+24%	+$332K	﹤0.01%	819
2020 Q4	$1.28M	Buy	+15,818	New	+$1.25M	﹤0.01%	846
2020 Q1	–	Sell	-3,239	Closed	-$208K	–	2004
2019 Q4	$208K	Buy	+3,239	New	+$194K	﹤0.01%	1614
2019 Q2	–	Sell	-3,884	Closed	-$242K	–	2077
2019 Q1	$242K	Buy	+3,884	New	+$229K	﹤0.01%	1464
2017 Q3	–	Sell	-547	Closed	-$30K	–	2946
2017 Q2	$30K	Buy	547 +100	+22%	+$5.26K	﹤0.01%	2889
2017 Q1	$22K	Hold	447	–	–	﹤0.01%	3064
2016 Q4	$20K	Hold	447	–	–	﹤0.01%	3088
2016 Q3	$22K	Hold	447	–	–	﹤0.01%	3002
2016 Q2	$19K	Hold	447	–	–	﹤0.01%	2841
2016 Q1	$19K	Hold	447	–	–	﹤0.01%	2791
2015 Q4	$20K	Hold	447	–	–	﹤0.01%	2853
2015 Q3	$20K	Buy	+447	New	+$21.4K	﹤0.01%	2724
2015 Q2	–	Sell	-200	Closed	-$11K	–	2202
2015 Q1	$11K	Buy	+200	New	+$10.4K	﹤0.01%	3132
2014 Q3	–	Sell	-392	Closed	-$18K	–	4093
2014 Q2	$18K	Buy	+392	New	+$17.8K	﹤0.01%	2554

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

Creative Planning's MCHI Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI China ETF (MCHI) stake by 3.3% in Q2 2026, selling an estimated $28.2K and leaving 14,544 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Creative Planning first reported a position in MCHI in Q2 2014 and has held it in 34 quarters since. The position peaked at $3.21M in Q2 2022. 289 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Creative Planning held 14,544 shares of iShares MSCI China ETF worth $742K as of Q2 2026.
Creative Planning sold 503 iShares MSCI China ETF shares in Q2 2026, an estimated $28.2K.
iShares MSCI China ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2882 holding.
Creative Planning first reported a position in iShares MSCI China ETF in Q2 2014 and has held it in 34 quarters since.
Creative Planning's iShares MSCI China ETF position peaked at $3.21M in Q2 2022.
289 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.