Phoenix Financial’s iShares MSCI China ETF MCHI Stock Holding History

Phoenix Financial’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	$158M	Buy	2,818,800 +1,496,000	+113%	+$89.8M	1.5%	19
2025 Q4	$79.5M	Buy	1,322,800 +822,800	+165%	+$51.8M	0.86%	31
2025 Q3	$32.9M	Hold	500,000	–	–	0.4%	47
2025 Q2	$27.6M	Hold	500,000	–	–	0.36%	49
2025 Q1	$27.2M	Buy	500,000 +470,300	+1,584%	+$24.2M	0.42%	45
2024 Q4	$1.39M	Buy	29,700 +19,000	+178%	+$938K	0.02%	204
2024 Q3	$545K	Buy	+10,700	New	+$454K	0.01%	243
2024 Q1	–	Sell	-45,000	Closed	-$2.07M	–	454
2023 Q4	$2.07M	Hold	45,000	–	–	0.03%	186
2023 Q3	$1.95M	Hold	45,000	–	–	0.04%	189
2023 Q2	$2.01M	Sell	45,000 -1,269,244	-97%	-$59.4M	0.04%	163
2023 Q1	$65.6M	Sell	1,314,244 -2,066,132	-61%	-$105M	1.47%	22
2022 Q4	$161M	Buy	+3,380,376	New	+$147M	3.11%	7

Other funds holding MCHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

JPG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

Phoenix Financial's MCHI Position: Q1 2026 in Review

Phoenix Financial increased its iShares MSCI China ETF (MCHI) stake by 113% in Q1 2026, buying an estimated $89.8M and bringing the position to 2,818,800 shares worth $158M. The position accounts for 1.5% of the portfolio, ranked #19.

Phoenix Financial first reported a position in MCHI in Q4 2022 and has held it in 12 quarters since. The position peaked at $161M in Q4 2022. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

Phoenix Financial held 2,818,800 shares of iShares MSCI China ETF worth $158M as of Q1 2026.
Phoenix Financial bought 1,496,000 iShares MSCI China ETF shares in Q1 2026, an estimated $89.8M.
iShares MSCI China ETF made up 1.5% of Phoenix Financial's portfolio in Q1 2026, its #19 holding.
Phoenix Financial first reported a position in iShares MSCI China ETF in Q4 2022 and has held it in 12 quarters since.
Phoenix Financial's iShares MSCI China ETF position peaked at $161M in Q4 2022.
286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.