Evolution Wealth Advisors
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Evolution Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-3,565
Closed -$235K – 171
2025
Q3 		$235K Buy
+3,565
New +$214K 0.03% 152
2024
Q3 		– Sell
-6,922
Closed -$292K – 142
2024
Q2 		$292K Buy
6,922
+225
+3% +$9.7K 0.06% 106
2024
Q1 		$266K Hold
6,697
– – 0.05% 111
2023
Q4 		$273K Sell
6,697
-1,343
-17% -$56.6K 0.05% 102
2023
Q3 		$348K Hold
8,040
– – 0.08% 90
2023
Q2 		$360K Sell
8,040
-130
-2% -$6.08K 0.08% 84
2023
Q1 		$408K Hold
8,170
– – 0.1% 78
2022
Q4 		$388K Sell
8,170
-92,880
-92% -$4.03M 0.1% 87
2022
Q3 		$4.3M Buy
101,050
+38,500
+62% +$1.9M 1.18% 21
2022
Q2 		$3.49M Buy
62,550
+640
+1% +$32.9K 0.88% 30
2022
Q1 		$3.28M Buy
61,910
+2,170
+4% +$128K 0.67% 30
2021
Q4 		$3.75M Sell
59,740
-47,728
-44% -$3.21M 0.57% 30
2021
Q3 		$7.26M Sell
107,468
-61,196
-36% -$4.4M 1.56% 18
2021
Q2 		$13.9M Buy
168,664
+44,190
+36% +$3.6M 2.83% 11
2021
Q1 		$10.2M Buy
124,474
+73,661
+145% +$6.46M 2.27% 15
2020
Q4 		$4.11M Buy
50,813
+6,587
+15% +$522K 0.93% 29
2020
Q3 		$3.28M Buy
44,226
+1,353
+3% +$99.1K 0.9% 28
2020
Q2 		$2.81M Sell
42,873
-1,148
-3% -$70.5K 0.92% 21
2020
Q1 		$2.52M Buy
44,021
+29,015
+193% +$1.8M 1.02% 22
2019
Q4 		$962K Sell
15,006
-1,487
-9% -$89K 0.24% 39
2019
Q3 		$925K Buy
+16,493
New +$949K 0.44% 18
2019
Q2 		– Sell
-14,205
Closed -$887K – 478
2019
Q1 		$887K Sell
14,205
-25,075
-64% -$1.48M 0.41% 31
2018
Q4 		$2.07M Buy
+39,280
New +$2.16M 0.94% 31

Other funds holding MCHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Evolution Wealth Advisors's MCHI Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q4 2025, closing a stake of 3,565 shares — an estimated $235K sold.

Evolution Wealth Advisors first reported a position in MCHI in Q4 2018 and held it in 23 quarters. The position peaked at $13.9M in Q2 2021. 298 funds tracked by Wall St. Rank hold MCHI as of Q4 2025.

  • Evolution Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,565 iShares MSCI China ETF shares in Q4 2025, an estimated $235K.
  • Evolution Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2018 and held it in 23 quarters.
  • Evolution Wealth Advisors's iShares MSCI China ETF position peaked at $13.9M in Q2 2021.
  • 298 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.