SOA Wealth Advisors
MCHI icon

SOA Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History

SOA 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
Q3 		$5.34K Hold
5,345
– – ﹤0.01% 670
2026
Q2 		$5.34K Buy
+5,345
New +$299K ﹤0.01% 693
2023
Q3 		– Sell
-33
Closed -$1.48K – 951
2023
Q2 		$1.48K Hold
33
– – ﹤0.01% 749
2023
Q1 		$1.65K Hold
33
– – ﹤0.01% 748
2022
Q4 		$1.57K Hold
33
– – ﹤0.01% 759
2022
Q3 		$1K Buy
+33
New +$1.63K ﹤0.01% 782

Other funds holding MCHI

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Nipun Capital
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

SOA Wealth Advisors's MCHI Position: Q3 2026 in Review

SOA Wealth Advisors held its iShares MSCI China ETF (MCHI) position steady in Q3 2026 at 5,345 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

SOA Wealth Advisors first reported a position in MCHI in Q3 2022 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

  • SOA Wealth Advisors held 5,345 shares of iShares MSCI China ETF worth $5.34K as of Q3 2026.
  • SOA Wealth Advisors left its iShares MSCI China ETF share count unchanged in Q3 2026.
  • iShares MSCI China ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #670 holding.
  • SOA Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2022 and has held it in 6 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.