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Evergreen Capital Management’s iShares MSCI China ETF MCHI Stock Holding History

Evergreen Capital 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 		$6.89M Buy
122,583
+5,115
+4% +$307K 0.15% 148
2025
Q4 		$7.06M Buy
117,468
+7,656
+7% +$482K 0.16% 146
2025
Q3 		$7.23M Buy
109,812
+1,044
+1% +$62.6K 0.17% 144
2025
Q2 		$5.99M Buy
108,768
+16,074
+17% +$853K 0.18% 142
2025
Q1 		$5.04M Buy
92,694
+38,827
+72% +$2M 0.17% 150
2024
Q4 		$2.52M Sell
53,867
-3,498
-6% -$173K 0.08% 222
2024
Q3 		$2.92M Buy
57,365
+1,451
+3% +$61.5K 0.1% 206
2024
Q2 		$2.36M Sell
55,914
-3,164
-5% -$136K 0.09% 221
2024
Q1 		$2.35M Buy
59,078
+15,894
+37% +$615K 0.09% 216
2023
Q4 		$1.76M Sell
43,184
-6,555
-13% -$276K 0.07% 236
2023
Q3 		$2.15M Sell
49,739
-107
-0.2% -$4.84K 0.09% 209
2023
Q2 		$2.23M Buy
49,846
+1,590
+3% +$74.4K 0.09% 204
2023
Q1 		$2.41M Buy
48,256
+12,345
+34% +$628K 0.11% 196
2022
Q4 		$1.71M Sell
35,911
-7,518
-17% -$326K 0.08% 223
2022
Q3 		$1.85M Sell
43,429
-4,303
-9% -$212K 0.1% 207
2022
Q2 		$2.66M Sell
47,732
-556
-1% -$28.5K 0.14% 181
2022
Q1 		$2.55M Buy
48,288
+1,078
+2% +$63.5K 0.1% 208
2021
Q4 		$2.96M Buy
47,210
+1,173
+3% +$78.8K 0.12% 195
2021
Q3 		$3.11M Buy
46,037
+4,396
+11% +$316K 0.14% 170
2021
Q2 		$3.43M Buy
41,641
+2,224
+6% +$181K 0.16% 142
2021
Q1 		$3.22M Buy
39,417
+250
+0.6% +$21.9K 0.17% 140
2020
Q4 		$3.17M Buy
39,167
+15,453
+65% +$1.22M 0.19% 128
2020
Q3 		$1.76M Buy
23,714
+75
+0.3% +$5.49K 0.12% 158
2020
Q2 		$1.55M Buy
23,639
+169
+0.7% +$10.4K 0.12% 157
2020
Q1 		$1.34M Sell
23,470
-13,745
-37% -$851K 0.13% 142
2019
Q4 		$2.38M Sell
37,215
-2,435
-6% -$146K 0.2% 108
2019
Q3 		$2.22M Sell
39,650
-1,457
-4% -$83.9K 0.21% 104
2019
Q2 		$2.44M Buy
41,107
+416
+1% +$25K 0.23% 97
2019
Q1 		$2.54M Sell
40,691
-4,160
-9% -$245K 0.25% 95
2018
Q4 		$2.36M Buy
44,851
+26,606
+146% +$1.46M 0.25% 96
2018
Q3 		$1.09M Buy
18,245
+7,785
+74% +$478K 0.1% 149
2018
Q2 		$676K Buy
10,460
+1,080
+12% +$73.7K 0.06% 185
2018
Q1 		$643K Buy
+9,380
New +$666K 0.06% 186

Other funds holding MCHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Capital Management's MCHI Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares MSCI China ETF (MCHI) stake by 4.4% in Q1 2026, buying an estimated $307K and bringing the position to 122,583 shares worth $6.89M. The position accounts for 0.15% of the portfolio, ranked #148.

Evergreen Capital Management first reported a position in MCHI in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.23M in Q3 2025. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Evergreen Capital Management held 122,583 shares of iShares MSCI China ETF worth $6.89M as of Q1 2026.
  • Evergreen Capital Management bought 5,115 iShares MSCI China ETF shares in Q1 2026, an estimated $307K.
  • iShares MSCI China ETF made up 0.15% of Evergreen Capital Management's portfolio in Q1 2026, its #148 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI China ETF in Q1 2018 and has held it in 33 quarters since.
  • Evergreen Capital Management's iShares MSCI China ETF position peaked at $7.23M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.