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New England Private Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

New England Private 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 		$1.2M Buy
23,601
+160
+0.7% +$8.96K 0.12% 109
2026
Q1 		$1.32M Hold
23,441
– – 0.15% 92
2025
Q4 		$1.41M Buy
23,441
+281
+1% +$17.7K 0.18% 87
2025
Q3 		$1.53M Buy
+23,160
New +$1.39M 0.2% 83

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

New England Private Wealth Advisors's MCHI Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares MSCI China ETF (MCHI) stake by 0.68% in Q2 2026, buying an estimated $8.96K and bringing the position to 23,601 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #109.

New England Private Wealth Advisors first reported a position in MCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q3 2025. 288 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • New England Private Wealth Advisors held 23,601 shares of iShares MSCI China ETF worth $1.2M as of Q2 2026.
  • New England Private Wealth Advisors bought 160 iShares MSCI China ETF shares in Q2 2026, an estimated $8.96K.
  • iShares MSCI China ETF made up 0.12% of New England Private Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • New England Private Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2025 and has held it in 4 quarters since.
  • New England Private Wealth Advisors's iShares MSCI China ETF position peaked at $1.53M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.