Geneos Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Geneos Wealth 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 Q2	$1.85M	Buy	36,333 +1,994	+6%	+$112K	0.04%	401
2026 Q1	$1.93M	Buy	+34,339	New	+$2.06M	0.04%	361
2024 Q4	–	Sell	-325	Closed	-$16.5K	–	2934
2024 Q3	$16.5K	Buy	+325	New	+$13.8K	﹤0.01%	1631
2024 Q2	–	Sell	-1,133	Closed	-$45K	–	2138
2024 Q1	$45K	Buy	+1,133	New	+$43.9K	﹤0.01%	1101
2021 Q4	–	Sell	-818	Closed	-$54K	–	2829
2021 Q3	$54K	Buy	818 +795	+3,457%	+$57.2K	﹤0.01%	1452
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	2773
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	3033
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	2805
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	2541
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	2481
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	2390
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	2481
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	2418
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	2418
2019 Q1	$1K	Buy	+23	New	+$1.36K	﹤0.01%	2332
2018 Q3	–	Sell	-650	Closed	-$41K	–	2434
2018 Q2	$41K	Hold	650	–	–	﹤0.01%	1138
2018 Q1	$44K	Hold	650	–	–	﹤0.01%	1046
2017 Q4	$43K	Hold	650	–	–	﹤0.01%	1069
2017 Q3	$41K	Buy	+650	New	+$39.1K	﹤0.01%	1048
2017 Q2	–	Sell	-60	Closed	-$2K	–	2109
2017 Q1	$2K	Hold	60	–	–	﹤0.01%	1901
2016 Q4	$2K	Hold	60	–	–	﹤0.01%	1875
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	1788
2016 Q2	$2K	Hold	60	–	–	﹤0.01%	1692
2016 Q1	$2K	Buy	+60	New	+$2.37K	﹤0.01%	1671

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

Geneos Wealth Management's MCHI Position: Q2 2026 in Review

Geneos Wealth Management increased its iShares MSCI China ETF (MCHI) stake by 5.8% in Q2 2026, buying an estimated $112K and bringing the position to 36,333 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #401.

Geneos Wealth Management first reported a position in MCHI in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.93M in Q1 2026. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Geneos Wealth Management held 36,333 shares of iShares MSCI China ETF worth $1.85M as of Q2 2026.
Geneos Wealth Management bought 1,994 iShares MSCI China ETF shares in Q2 2026, an estimated $112K.
iShares MSCI China ETF made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #401 holding.
Geneos Wealth Management first reported a position in iShares MSCI China ETF in Q1 2016 and has held it in 24 quarters since.
Geneos Wealth Management's iShares MSCI China ETF position peaked at $1.93M in Q1 2026.
290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.