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Integrated Wealth Concepts’s iShares MSCI China ETF MCHI Stock Holding History

Integrated Wealth Concepts’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
Q1 		$299K Sell
5,322
-10,839
-67% -$651K ﹤0.01% 1862
2025
Q4 		$971K Sell
16,161
-16,532
-51% -$1.04M 0.01% 783
2025
Q3 		$2.15M Sell
32,693
-572
-2% -$34.3K 0.02% 647
2025
Q2 		$1.83M Sell
33,265
-5,609
-14% -$298K 0.02% 643
2025
Q1 		$2.11M Sell
38,874
-1,023
-3% -$52.7K 0.02% 564
2024
Q4 		$1.87M Buy
39,897
+20,671
+108% +$1.02M 0.02% 584
2024
Q3 		$979K Buy
19,226
+6,938
+56% +$294K 0.01% 811
2024
Q2 		$518K Buy
12,288
+4,089
+50% +$176K 0.01% 1028
2024
Q1 		$326K Buy
+8,199
New +$317K ﹤0.01% 1279
2023
Q4 		– Sell
-6,024
Closed -$261K – 1639
2023
Q3 		$261K Buy
6,024
+1,261
+26% +$57.1K ﹤0.01% 1294
2023
Q2 		$213K Sell
4,763
-5,860
-55% -$274K ﹤0.01% 1396
2023
Q1 		$530K Buy
+10,623
New +$541K 0.01% 832
2022
Q4 		– Sell
-26,730
Closed -$1.14M – 1055
2022
Q3 		$1.14M Buy
+26,730
New +$1.32M 0.04% 398
2021
Q1 		– Sell
-6,035
Closed -$489K – 753
2020
Q4 		$489K Buy
6,035
+2,926
+94% +$232K 0.02% 419
2020
Q3 		$231K Buy
+3,109
New +$228K 0.01% 514

Other funds holding MCHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's MCHI Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI China ETF (MCHI) stake by 67% in Q1 2026, selling an estimated $651K and leaving 5,322 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Integrated Wealth Concepts first reported a position in MCHI in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.15M in Q3 2025. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Integrated Wealth Concepts held 5,322 shares of iShares MSCI China ETF worth $299K as of Q1 2026.
  • Integrated Wealth Concepts sold 10,839 iShares MSCI China ETF shares in Q1 2026, an estimated $651K.
  • iShares MSCI China ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1862 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI China ETF in Q3 2020 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's iShares MSCI China ETF position peaked at $2.15M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.