DHK Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History

DHK Financial 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
2025 Q2	$1.28M	Buy	23,160 +229	+1%	+$12.2K	0.73%	32
2025 Q1	$1.25M	Hold	22,931	–	–	0.68%	32
2024 Q4	$1.07M	Buy	22,931 +425	+2%	+$21K	0.65%	37
2024 Q3	$1.15M	Hold	22,506	–	–	0.7%	31
2024 Q2	$949K	Buy	22,506 +99	+0.4%	+$4.26K	0.66%	33
2024 Q1	$890K	Hold	22,407	–	–	0.63%	44
2023 Q4	$913K	Buy	22,407 +535	+2%	+$22.5K	0.68%	37
2023 Q3	$947K	Hold	21,872	–	–	0.84%	30
2023 Q2	$979K	Buy	21,872 +42	+0.2%	+$1.97K	0.83%	33
2023 Q1	$1.09M	Hold	21,830	–	–	1.35%	21
2022 Q4	$1.04M	Buy	21,830 +328	+2%	+$14.2K	1.44%	21
2022 Q3	$916K	Buy	21,502 +1	+0%	+$49	1.5%	19
2022 Q2	$1.2M	Buy	21,501 +55	+0.3%	+$2.82K	1.15%	21
2022 Q1	$1.13M	Buy	21,446 +8,030	+60%	+$473K	0.96%	23
2021 Q4	$842K	Buy	+13,416	New	+$901K	0.79%	24

Other funds holding MCHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 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 $445B AUM 25.58% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

DHK Financial Advisors's MCHI Position: Q2 2025 in Review

DHK Financial Advisors increased its iShares MSCI China ETF (MCHI) stake by 1% in Q2 2025, buying an estimated $12.2K and bringing the position to 23,160 shares worth $1.28M. The position accounts for 0.73% of the portfolio, ranked #32.

DHK Financial Advisors first reported a position in MCHI in Q4 2021 and has held it in 15 quarters since. 267 funds tracked by Wall St. Rank hold MCHI as of Q2 2025.

DHK Financial Advisors held 23,160 shares of iShares MSCI China ETF worth $1.28M as of Q2 2025.
DHK Financial Advisors bought 229 iShares MSCI China ETF shares in Q2 2025, an estimated $12.2K.
iShares MSCI China ETF made up 0.73% of DHK Financial Advisors's portfolio in Q2 2025, its #32 holding.
DHK Financial Advisors first reported a position in iShares MSCI China ETF in Q4 2021 and has held it in 15 quarters since.
267 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.