Mather Group
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Mather Group’s iShares MSCI China ETF MCHI Stock Holding History

Mather Group’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
Q3 		– Sell
-1
Closed -$26 – 2291
2026
Q2 		$26 Buy
+1
New +$56 ﹤0.01% 1893
2024
Q3 		– Sell
-1,817
Closed -$72.2K – 1991
2024
Q2 		$72.2K Sell
1,817
-5,403
-75% -$232K ﹤0.01% 904
2024
Q1 		$294K Sell
7,220
-564
-7% -$21.8K ﹤0.01% 447
2023
Q4 		$317K Buy
+7,784
New +$328K 0.01% 442

Other funds holding MCHI

Nipun Capital
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Upper Left Wealth Management
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Mather Group's MCHI Position: Q3 2026 in Review

Mather Group sold out of iShares MSCI China ETF (MCHI) in Q3 2026, closing a stake of 1 share — an estimated $26 sold.

Mather Group first reported a position in MCHI in Q4 2023 and held it in 4 quarters. The position peaked at $317K in Q4 2023. 56 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

  • Mather Group reported no remaining iShares MSCI China ETF position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 1 iShares MSCI China ETF share in Q3 2026, an estimated $26.
  • Mather Group first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 4 quarters.
  • Mather Group's iShares MSCI China ETF position peaked at $317K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.