Morningstar Investment Services’s iShares MSCI China ETF MCHI Stock Holding History

Morningstar Investment Services’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
2025 Q1	$2.34M	Sell	42,980 -36,431	-46%	-$1.88M	0.43%	61
2024 Q4	$3.72M	Sell	79,411 -681,269	-90%	-$33.6M	0.34%	74
2024 Q3	$38.8M	Sell	760,680 -17,785	-2%	-$754K	0.4%	71
2024 Q2	$32.8M	Sell	778,465 -22,556	-3%	-$970K	0.36%	80
2024 Q1	$31.7M	Sell	801,021 -844,424	-51%	-$32.7M	0.35%	80
2023 Q4	$66.6M	Buy	1,645,445 +817,094	+99%	+$34.4M	0.38%	75
2023 Q3	$35.6M	Buy	828,351 +59,922	+8%	+$2.71M	0.46%	62
2023 Q2	$34.2M	Sell	768,429 -183,122	-19%	-$8.57M	0.44%	66
2023 Q1	$47.8M	Sell	951,551 -959	-0.1%	-$48.8K	0.64%	47
2022 Q4	$48.9M	Sell	952,510 -9,316	-1%	-$404K	0.67%	40
2022 Q3	$35.9M	Buy	961,826 +5,532	+0.6%	+$273K	0.51%	56
2022 Q2	$53.3M	Buy	956,294 +128,287	+15%	+$6.59M	0.71%	34
2022 Q1	$45.4M	Buy	828,007 +425,156	+106%	+$25M	0.5%	48
2021 Q4	$25.3M	Buy	+402,851	New	+$27.1M	0.28%	83

Other funds holding MCHI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Morningstar Investment Services's MCHI Position: Q1 2025 in Review

Morningstar Investment Services reduced its iShares MSCI China ETF (MCHI) stake by 46% in Q1 2025, selling an estimated $1.88M and leaving 42,980 shares worth $2.34M. The position accounts for 0.43% of the portfolio, ranked #61.

Morningstar Investment Services first reported a position in MCHI in Q4 2021 and has held it in 14 quarters since. The position peaked at $66.6M in Q4 2023. 294 funds tracked by Wall St. Rank hold MCHI as of Q1 2025.

Morningstar Investment Services held 42,980 shares of iShares MSCI China ETF worth $2.34M as of Q1 2025.
Morningstar Investment Services sold 36,431 iShares MSCI China ETF shares in Q1 2025, an estimated $1.88M.
iShares MSCI China ETF made up 0.43% of Morningstar Investment Services's portfolio in Q1 2025, its #61 holding.
Morningstar Investment Services first reported a position in iShares MSCI China ETF in Q4 2021 and has held it in 14 quarters since.
Morningstar Investment Services's iShares MSCI China ETF position peaked at $66.6M in Q4 2023.
294 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.