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Lake Street Private Wealth’s iShares MSCI China ETF MCHI Stock Holding History

Lake Street Private Wealth’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 		$8.46M Sell
165,776
-6,383
-4% -$357K 0.97% 28
2026
Q1 		$9.67M Buy
172,159
+81,017
+89% +$4.87M 1.23% 19
2025
Q4 		$5.48M Buy
91,142
+6,637
+8% +$417K 0.67% 45
2025
Q3 		$5.56M Buy
84,505
+823
+1% +$49.3K 0.72% 41
2025
Q2 		$4.61M Buy
83,682
+1,759
+2% +$93.4K 0.66% 52
2025
Q1 		$4.46M Buy
+81,923
New +$4.22M 0.73% 47
2024
Q4 		– Sell
-61,934
Closed -$3.15M – 265
2024
Q3 		$3.15M Sell
61,934
-6,041
-9% -$256K 0.51% 56
2024
Q2 		$2.87M Buy
67,975
+1,344
+2% +$57.8K 0.37% 71
2024
Q1 		$2.65M Buy
66,631
+10,133
+18% +$392K 0.37% 75
2023
Q4 		$2.3M Sell
56,498
-6,596
-10% -$278K 0.36% 76
2023
Q3 		$2.71M Sell
63,094
-35,693
-36% -$1.62M 0.49% 57
2023
Q2 		$4.42M Buy
98,787
+2,302
+2% +$108K 0.78% 30
2023
Q1 		$4.81M Buy
96,485
+26,045
+37% +$1.33M 0.9% 25
2022
Q4 		$3.35M Buy
70,440
+19,131
+37% +$830K 0.69% 40
2022
Q3 		$2.18M Sell
51,309
-4,617
-8% -$228K 0.5% 60
2022
Q2 		$3.12M Buy
55,926
+4,577
+9% +$235K 0.66% 43
2022
Q1 		$2.72M Buy
51,349
+7,747
+18% +$456K 0.49% 61
2021
Q4 		$2.74M Sell
43,602
-2,439
-5% -$164K 0.48% 55
2021
Q3 		$3.11M Sell
46,041
-27,102
-37% -$1.95M 0.75% 40
2021
Q2 		$5.98M Buy
73,143
+7,627
+12% +$621K 1.52% 12
2021
Q1 		$5.35M Buy
65,516
+7,921
+14% +$695K 1.48% 12
2020
Q4 		$4.66M Buy
57,595
+11,560
+25% +$915K 1.35% 16
2020
Q3 		$3.41M Buy
46,035
+929
+2% +$68K 1.15% 24
2020
Q2 		$2.95M Buy
45,106
+4,385
+11% +$269K 1.09% 27
2020
Q1 		$2.33M Buy
+40,721
New +$2.52M 1.06% 31

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Lake Street Private Wealth's MCHI Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares MSCI China ETF (MCHI) stake by 3.7% in Q2 2026, selling an estimated $357K and leaving 165,776 shares worth $8.46M. The position accounts for 0.97% of the portfolio, ranked #28.

Lake Street Private Wealth first reported a position in MCHI in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.67M in Q1 2026. 288 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Lake Street Private Wealth held 165,776 shares of iShares MSCI China ETF worth $8.46M as of Q2 2026.
  • Lake Street Private Wealth sold 6,383 iShares MSCI China ETF shares in Q2 2026, an estimated $357K.
  • iShares MSCI China ETF made up 0.97% of Lake Street Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Lake Street Private Wealth first reported a position in iShares MSCI China ETF in Q1 2020 and has held it in 25 quarters since.
  • Lake Street Private Wealth's iShares MSCI China ETF position peaked at $9.67M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.