Medallion Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-100	Closed	-$5.62K	–	1274
2026 Q1	$5.62K	Hold	100	–	–	﹤0.01%	852
2025 Q4	$6.01K	Hold	100	–	–	﹤0.01%	833
2025 Q3	$6.58K	Hold	100	–	–	﹤0.01%	823
2025 Q2	$5.51K	Hold	100	–	–	﹤0.01%	820
2025 Q1	$5.44K	Hold	100	–	–	﹤0.01%	778
2024 Q4	$5.44K	Buy	+100	New	+$4.94K	﹤0.01%	739

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

Medallion Wealth Advisors's MCHI Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of iShares MSCI China ETF (MCHI) in Q2 2026, closing a stake of 100 shares — an estimated $5.62K sold.

Medallion Wealth Advisors first reported a position in MCHI in Q4 2024 and held it in 6 quarters. The position peaked at $6.58K in Q3 2025. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares MSCI China ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 100 iShares MSCI China ETF shares in Q2 2026, an estimated $5.62K.
Medallion Wealth Advisors first reported a position in iShares MSCI China ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares MSCI China ETF position peaked at $6.58K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.