LPL Financial
MCHI icon

LPL Financial’s iShares MSCI China ETF MCHI Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-7,000
Closed -$356K – 5383
2024
Q3 		$356K Sell
7,000
-2,500
-26% -$106K ﹤0.01% 4289
2024
Q2 		$401K Buy
9,500
+9,405
+9,900% +$404K ﹤0.01% 4044
2024
Q1 		$377K Buy
+95
New +$3.68K ﹤0.01% 4015

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

LPL Financial's MCHI Position: Q1 2026 in Review

LPL Financial reduced its iShares MSCI China ETF (MCHI) stake by 59% in Q1 2026, selling an estimated $50.4M and leaving 578,997 shares worth $32.5M. The position accounts for 0.01% of the portfolio, ranked #1138.

LPL Financial first reported a position in MCHI in Q2 2013 and has held it in 43 quarters since. The position peaked at $89.9M in Q3 2025. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • LPL Financial held 578,997 shares of iShares MSCI China ETF worth $32.5M as of Q1 2026.
  • LPL Financial sold 839,249 iShares MSCI China ETF shares in Q1 2026, an estimated $50.4M.
  • iShares MSCI China ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1138 holding.
  • LPL Financial first reported a position in iShares MSCI China ETF in Q2 2013 and has held it in 43 quarters since.
  • LPL Financial's iShares MSCI China ETF position peaked at $89.9M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.