GeoWealth Management’s iShares MSCI China ETF MCHI Stock Holding History

GeoWealth 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
2025 Q4	–	Sell	-30,289	Closed	-$1.99M	–	803
2025 Q3	$1.99M	Buy	+30,289	New	+$1.82M	0.07%	174
2024 Q4	–	Sell	-54	Closed	-$2.75K	–	1853
2024 Q3	$2.75K	Buy	+54	New	+$2.29K	﹤0.01%	1527
2023 Q4	–	Sell	-1	Closed	–	–	706
2023 Q3	$0	Hold	1	–	–	﹤0.01%	508
2023 Q2	$0	Hold	1	–	–	﹤0.01%	461
2023 Q1	$0	Buy	+1	New	+$51	﹤0.01%	416

Other funds holding MCHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

GeoWealth Management's MCHI Position: Q4 2025 in Review

GeoWealth Management sold out of iShares MSCI China ETF (MCHI) in Q4 2025, closing a stake of 30,289 shares — an estimated $1.99M sold.

GeoWealth Management first reported a position in MCHI in Q1 2023 and held it in 5 quarters. The position peaked at $1.99M in Q3 2025. 297 funds tracked by Wall St. Rank hold MCHI as of Q4 2025.

GeoWealth Management reported no remaining iShares MSCI China ETF position as of Q4 2025 after selling out during the quarter.
GeoWealth Management sold 30,289 iShares MSCI China ETF shares in Q4 2025, an estimated $1.99M.
GeoWealth Management first reported a position in iShares MSCI China ETF in Q1 2023 and held it in 5 quarters.
GeoWealth Management's iShares MSCI China ETF position peaked at $1.99M in Q3 2025.
297 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.