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Moisand Fitzgerald Tamayo’s iShares MSCI China ETF MCHI Stock Holding History

Moisand Fitzgerald Tamayo’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 		$4.12K Buy
+79
New +$4.27K ﹤0.01% 520
2025
Q1 		– Sell
-300
Closed -$14.1K – 607
2024
Q4 		$14.1K Hold
300
– – ﹤0.01% 305
2024
Q3 		$15.3K Buy
+300
New +$12.7K ﹤0.01% 305
2021
Q3 		– Sell
-35
Closed -$3K – 401
2021
Q2 		$3K Buy
+35
New +$2.85K ﹤0.01% 345

Other funds holding MCHI

NC
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
HCM
Helios Capital Management Singapore $91.9M AUM 0.59% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MCHI Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo opened a new position in iShares MSCI China ETF (MCHI) in Q3 2026: 79 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Moisand Fitzgerald Tamayo previously reported a position in MCHI as recently as Q4 2024.

Moisand Fitzgerald Tamayo first reported a position in MCHI in Q2 2021 and has held it in 4 quarters since. The position peaked at $15.3K in Q3 2024. 24 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

  • Moisand Fitzgerald Tamayo held 79 shares of iShares MSCI China ETF worth $4.12K as of Q3 2026.
  • iShares MSCI China ETF was a new Moisand Fitzgerald Tamayo position in Q3 2026.
  • iShares MSCI China ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #520 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI China ETF in Q2 2021 and has held it in 4 quarters since.
  • Moisand Fitzgerald Tamayo's iShares MSCI China ETF position peaked at $15.3K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.