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Merit Financial Group’s iShares MSCI China ETF MCHI Stock Holding History

Merit Financial 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 		– Sell
-4,153
Closed -$233K – 2410
2026
Q1 		$233K Sell
4,153
-552
-12% -$33.2K ﹤0.01% 1818
2025
Q4 		$283K Sell
4,705
-3,328
-41% -$209K ﹤0.01% 1593
2025
Q3 		$529K Sell
8,033
-16,486
-67% -$988K ﹤0.01% 1160
2025
Q2 		$1.35M Sell
24,519
-1,093
-4% -$58K 0.02% 653
2025
Q1 		$1.39M Sell
25,612
-4,040
-14% -$208K 0.02% 542
2024
Q4 		$1.39M Sell
29,652
-486
-2% -$24K 0.03% 426
2024
Q3 		$1.53M Buy
30,138
+1,595
+6% +$67.6K 0.03% 326
2024
Q2 		$1.2M Sell
28,543
-36
-0.1% -$1.55K 0.03% 364
2024
Q1 		$1.28M Buy
+28,579
New +$1.11M 0.03% 344
2023
Q4 		– Sell
-11,700
Closed -$507K – 809
2023
Q3 		$507K Sell
11,700
-768
-6% -$34.8K 0.02% 457
2023
Q2 		$558K Buy
+12,468
New +$583K 0.02% 445

Other funds holding MCHI

NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Merit Financial Group's MCHI Position: Q2 2026 in Review

Merit Financial Group sold out of iShares MSCI China ETF (MCHI) in Q2 2026, closing a stake of 4,153 shares — an estimated $233K sold.

Merit Financial Group first reported a position in MCHI in Q2 2023 and held it in 11 quarters. The position peaked at $1.53M in Q3 2024. 31 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Merit Financial Group reported no remaining iShares MSCI China ETF position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 4,153 iShares MSCI China ETF shares in Q2 2026, an estimated $233K.
  • Merit Financial Group first reported a position in iShares MSCI China ETF in Q2 2023 and held it in 11 quarters.
  • Merit Financial Group's iShares MSCI China ETF position peaked at $1.53M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.