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 Q2	$65.4M	Sell	1,281,520 -1,537,280	-55%	-$86.1M	0.45%	50
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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MIH

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

Phoenix Financial's MCHI Position: Q2 2026 in Review

Phoenix Financial reduced its iShares MSCI China ETF (MCHI) stake by 55% in Q2 2026, selling an estimated $86.1M and leaving 1,281,520 shares worth $65.4M. The position accounts for 0.45% of the portfolio, ranked #50.

Phoenix Financial first reported a position in MCHI in Q4 2022 and has held it in 13 quarters since. The position peaked at $161M in Q4 2022. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Phoenix Financial held 1,281,520 shares of iShares MSCI China ETF worth $65.4M as of Q2 2026.
Phoenix Financial sold 1,537,280 iShares MSCI China ETF shares in Q2 2026, an estimated $86.1M.
iShares MSCI China ETF made up 0.45% of Phoenix Financial's portfolio in Q2 2026, its #50 holding.
Phoenix Financial first reported a position in iShares MSCI China ETF in Q4 2022 and has held it in 13 quarters since.
Phoenix Financial's iShares MSCI China ETF position peaked at $161M in Q4 2022.
290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.