EFS
MCHI icon

Essex Financial Services’s iShares MSCI China ETF MCHI Stock Holding History

Essex Financial Services’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 		$432K Buy
8,466
+93
+1% +$5.21K 0.02% 529
2026
Q1 		$470K Buy
8,373
+3,307
+65% +$199K 0.03% 473
2025
Q4 		$304K Buy
5,066
+1,204
+31% +$75.7K 0.02% 596
2025
Q3 		$254K Buy
+3,862
New +$231K 0.02% 620

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Essex Financial Services's MCHI Position: Q2 2026 in Review

Essex Financial Services increased its iShares MSCI China ETF (MCHI) stake by 1.1% in Q2 2026, buying an estimated $5.21K and bringing the position to 8,466 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #529.

Essex Financial Services first reported a position in MCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 204 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Essex Financial Services held 8,466 shares of iShares MSCI China ETF worth $432K as of Q2 2026.
  • Essex Financial Services bought 93 iShares MSCI China ETF shares in Q2 2026, an estimated $5.21K.
  • iShares MSCI China ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #529 holding.
  • Essex Financial Services first reported a position in iShares MSCI China ETF in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's iShares MSCI China ETF position peaked at $470K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.