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Mount Yale Investment Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Mount Yale Investment 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 		$632K Buy
+12,386
New +$694K 0.01% 713
2025
Q3 		– Sell
-34
Closed -$1.88K – 1218
2025
Q2 		$1.88K Buy
+34
New +$1.8K ﹤0.01% 1341

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Mount Yale Investment Advisors's MCHI Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares MSCI China ETF (MCHI) in Q2 2026: 12,386 shares worth $632K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MCHI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MCHI in Q2 2025 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Mount Yale Investment Advisors held 12,386 shares of iShares MSCI China ETF worth $632K as of Q2 2026.
  • iShares MSCI China ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • iShares MSCI China ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #713 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI China ETF in Q2 2025 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.