Osborne Partners Capital Management’s iShares MSCI China ETF MCHI Stock Holding History

Osborne Partners Capital Management’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 Q1	$280K	Buy	4,990 +25	+0.5%	+$1.5K	0.01%	176
2025 Q4	$298K	Hold	4,965	–	–	0.02%	176
2025 Q3	$327K	Sell	4,965 -940	-16%	-$56.3K	0.02%	177
2025 Q2	$325K	Hold	5,905	–	–	0.02%	175
2025 Q1	$321K	Sell	5,905 -1,175	-17%	-$60.6K	0.02%	178
2024 Q4	$332K	Buy	7,080 +2,405	+51%	+$119K	0.02%	181
2024 Q3	$238K	Buy	+4,675	New	+$198K	0.01%	206
2024 Q1	–	Sell	-22,215	Closed	-$905K	–	209
2023 Q4	$905K	Buy	22,215 +10,680	+93%	+$450K	0.06%	140
2023 Q3	$499K	Buy	11,535 +770	+7%	+$34.9K	0.04%	146
2023 Q2	$482K	Buy	10,765 +6,465	+150%	+$302K	0.03%	154
2023 Q1	$215K	Buy	+4,300	New	+$219K	0.02%	202

Other funds holding MCHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank Julius Baer & Co

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

Korea Investment Corp

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

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

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return