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

Helios 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 Q2	$510K	Hold	10,000	–	–	0.5%	25
2026 Q1	$562K	Hold	10,000	–	–	0.59%	20
2025 Q4	$601K	Hold	10,000	–	–	0.41%	32
2025 Q3	$659K	Hold	10,000	–	–	0.45%	32
2025 Q2	$551K	Hold	10,000	–	–	0.42%	31
2025 Q1	$544K	Hold	10,000	–	–	0.95%	19
2024 Q4	$469K	Hold	10,000	–	–	0.27%	41
2024 Q3	$509K	Hold	10,000	–	–	0.31%	43
2024 Q2	$422K	Hold	10,000	–	–	0.27%	47
2024 Q1	$397K	Hold	10,000	–	–	0.28%	45
2023 Q4	$407K	Buy	+10,000	New	+$421K	0.32%	45

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

Helios Capital Management's MCHI Position: Q2 2026 in Review

Helios Capital Management held its iShares MSCI China ETF (MCHI) position steady in Q2 2026 at 10,000 shares worth $510K. The position accounts for 0.5% of the portfolio, ranked #25.

Helios Capital Management first reported a position in MCHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $659K in Q3 2025. 284 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Helios Capital Management held 10,000 shares of iShares MSCI China ETF worth $510K as of Q2 2026.
Helios Capital Management left its iShares MSCI China ETF share count unchanged in Q2 2026.
iShares MSCI China ETF made up 0.5% of Helios Capital Management's portfolio in Q2 2026, its #25 holding.
Helios Capital Management first reported a position in iShares MSCI China ETF in Q4 2023 and has held it in 11 quarters since.
Helios Capital Management's iShares MSCI China ETF position peaked at $659K in Q3 2025.
284 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

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