Juncture Wealth Strategies’s iShares MSCI China ETF MCHI Stock Holding History

Juncture Wealth Strategies’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	$3.73M	Buy	73,062 +15,599	+27%	+$873K	0.97%	22
2026 Q1	$3.23M	Buy	57,463 +12,361	+27%	+$742K	1.08%	18
2025 Q4	$2.71M	Buy	45,102 +3,253	+8%	+$205K	0.89%	20
2025 Q3	$2.76M	Buy	41,849 +3,736	+10%	+$224K	0.92%	19
2025 Q2	$2.1M	Buy	38,113 +18,587	+95%	+$987K	0.75%	25
2025 Q1	$1.06M	Buy	+19,526	New	+$1.01M	0.41%	40

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

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

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Juncture Wealth Strategies's MCHI Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares MSCI China ETF (MCHI) stake by 27% in Q2 2026, buying an estimated $873K and bringing the position to 73,062 shares worth $3.73M. The position accounts for 0.97% of the portfolio, ranked #22.

Juncture Wealth Strategies first reported a position in MCHI in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Juncture Wealth Strategies held 73,062 shares of iShares MSCI China ETF worth $3.73M as of Q2 2026.
Juncture Wealth Strategies bought 15,599 iShares MSCI China ETF shares in Q2 2026, an estimated $873K.
iShares MSCI China ETF made up 0.97% of Juncture Wealth Strategies's portfolio in Q2 2026, its #22 holding.
Juncture Wealth Strategies first reported a position in iShares MSCI China ETF in Q1 2025 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.