Kelman-Lazarov Inc’s iShares MSCI China ETF MCHI Stock Holding History

Kelman-Lazarov Inc’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
2025 Q2	–	Sell	-4,486	Closed	-$244K	–	125
2025 Q1	$244K	Sell	4,486 -26,461	-86%	-$1.36M	0.04%	107
2024 Q4	$1.45M	Sell	30,947 -1,033	-3%	-$51K	0.26%	41
2024 Q3	$1.63M	Buy	31,980 +9,389	+42%	+$398K	0.28%	41
2024 Q2	$953K	Sell	22,591 -4,572	-17%	-$197K	0.18%	51
2024 Q1	$1.08M	Buy	27,163 +1,080	+4%	+$41.8K	0.21%	51
2023 Q4	$1.06M	Buy	26,083 +618	+2%	+$26K	0.23%	47
2023 Q3	$1.1M	Sell	25,465 -17,100	-40%	-$774K	0.26%	45
2023 Q2	$1.9M	Sell	42,565 -9,276	-18%	-$434K	0.46%	31
2023 Q1	$2.59M	Sell	51,841 -883	-2%	-$44.9K	0.67%	23
2022 Q4	$2.5M	Buy	+52,724	New	+$2.29M	0.7%	23

Other funds holding MCHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kelman-Lazarov Inc's MCHI Position: Q2 2025 in Review

Kelman-Lazarov Inc sold out of iShares MSCI China ETF (MCHI) in Q2 2025, closing a stake of 4,486 shares — an estimated $244K sold.

Kelman-Lazarov Inc first reported a position in MCHI in Q4 2022 and held it in 10 quarters. The position peaked at $2.59M in Q1 2023. 267 funds tracked by Wall St. Rank hold MCHI as of Q2 2025.

Kelman-Lazarov Inc reported no remaining iShares MSCI China ETF position as of Q2 2025 after selling out during the quarter.
Kelman-Lazarov Inc sold 4,486 iShares MSCI China ETF shares in Q2 2025, an estimated $244K.
Kelman-Lazarov Inc first reported a position in iShares MSCI China ETF in Q4 2022 and held it in 10 quarters.
Kelman-Lazarov Inc's iShares MSCI China ETF position peaked at $2.59M in Q1 2023.
267 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2025, filed 29 Jul 2025.