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

HB 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 		$507K Buy
9,945
+278
+3% +$15.6K ﹤0.01% 1102
2026
Q1 		$543K Hold
9,667
– – ﹤0.01% 933
2025
Q4 		$581K Hold
9,667
– – ﹤0.01% 843
2025
Q3 		$637K Buy
+9,667
New +$579K ﹤0.01% 756

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

HB Wealth Management increased its iShares MSCI China ETF (MCHI) stake by 2.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 9,945 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

HB Wealth Management first reported a position in MCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $637K in Q3 2025. 288 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • HB Wealth Management held 9,945 shares of iShares MSCI China ETF worth $507K as of Q2 2026.
  • HB Wealth Management bought 278 iShares MSCI China ETF shares in Q2 2026, an estimated $15.6K.
  • iShares MSCI China ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1102 holding.
  • HB Wealth Management first reported a position in iShares MSCI China ETF in Q3 2025 and has held it in 4 quarters since.
  • HB Wealth Management's iShares MSCI China ETF position peaked at $637K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.