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Private Wealth Management Group’s iShares MSCI China ETF MCHI Stock Holding History

Private Wealth Management Group’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 		$97.5K Hold
1,735
– – 0.03% 135
2025
Q4 		$104K Hold
1,735
– – 0.03% 126
2025
Q3 		$114K Hold
1,735
– – 0.03% 116
2025
Q2 		$95.6K Hold
1,735
– – 0.03% 122
2025
Q1 		$94.4K Buy
+1,735
New +$89.4K 0.03% 119

Other funds holding MCHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Wealth Management Group's MCHI Position: Q1 2026 in Review

Private Wealth Management Group held its iShares MSCI China ETF (MCHI) position steady in Q1 2026 at 1,735 shares worth $97.5K. The position accounts for 0.03% of the portfolio, ranked #135.

Private Wealth Management Group first reported a position in MCHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $114K in Q3 2025. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Private Wealth Management Group held 1,735 shares of iShares MSCI China ETF worth $97.5K as of Q1 2026.
  • Private Wealth Management Group left its iShares MSCI China ETF share count unchanged in Q1 2026.
  • iShares MSCI China ETF made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #135 holding.
  • Private Wealth Management Group first reported a position in iShares MSCI China ETF in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's iShares MSCI China ETF position peaked at $114K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.