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

JGP 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	$301K	Sell	5,902 -4,786	-45%	-$268K	0.03%	195
2026 Q1	$600K	Buy	10,688 +1,301	+14%	+$78.1K	0.06%	133
2025 Q4	$564K	Buy	9,387 +2,319	+33%	+$146K	0.06%	138
2025 Q3	$474K	Buy	7,068 +1,034	+17%	+$62K	0.05%	143
2025 Q2	$332K	Buy	6,034 +1,375	+30%	+$73K	0.04%	158
2025 Q1	$253K	Buy	+4,659	New	+$240K	0.03%	169

Other funds holding MCHI

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

YAVAPFMC

Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VSQM

V-Square Quantitative Management Chicago, Illinois $1.05B AUM 34.71% 1-Year Est. Return

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

JGP Wealth Management reduced its iShares MSCI China ETF (MCHI) stake by 45% in Q2 2026, selling an estimated $268K and leaving 5,902 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #195.

JGP Wealth Management first reported a position in MCHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $600K in Q1 2026. 71 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

JGP Wealth Management held 5,902 shares of iShares MSCI China ETF worth $301K as of Q2 2026.
JGP Wealth Management sold 4,786 iShares MSCI China ETF shares in Q2 2026, an estimated $268K.
iShares MSCI China ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #195 holding.
JGP Wealth Management first reported a position in iShares MSCI China ETF in Q1 2025 and has held it in 6 quarters since.
JGP Wealth Management's iShares MSCI China ETF position peaked at $600K in Q1 2026.
71 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.