Measured Wealth Private Client Group’s iShares MSCI China ETF MCHI Stock Holding History

Measured Wealth Private Client 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 Q2	$96.3K	Sell	1,887 -27,924	-94%	-$1.56M	0.02%	250
2026 Q1	$1.67M	Sell	29,811 -15,590	-34%	-$936K	0.46%	32
2025 Q4	$2.73M	Buy	45,401 +26,760	+144%	+$1.68M	0.72%	25
2025 Q3	$1.23M	Buy	18,641 +6,632	+55%	+$397K	0.33%	36
2025 Q2	$662K	Buy	+12,009	New	+$638K	0.2%	76

Other funds holding MCHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Measured Wealth Private Client Group's MCHI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares MSCI China ETF (MCHI) stake by 94% in Q2 2026, selling an estimated $1.56M and leaving 1,887 shares worth $96.3K. The position accounts for 0.02% of the portfolio, ranked #250.

Measured Wealth Private Client Group first reported a position in MCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2025. 289 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Measured Wealth Private Client Group held 1,887 shares of iShares MSCI China ETF worth $96.3K as of Q2 2026.
Measured Wealth Private Client Group sold 27,924 iShares MSCI China ETF shares in Q2 2026, an estimated $1.56M.
iShares MSCI China ETF made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #250 holding.
Measured Wealth Private Client Group first reported a position in iShares MSCI China ETF in Q2 2025 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares MSCI China ETF position peaked at $2.73M in Q4 2025.
289 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.