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 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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

SOA Wealth Advisors's MCHI Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in iShares MSCI China ETF (MCHI) in Q2 2026: 5,345 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in MCHI as recently as Q2 2023.

SOA Wealth Advisors first reported a position in MCHI in Q3 2022 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

SOA Wealth Advisors held 5,345 shares of iShares MSCI China ETF worth $5.34K as of Q2 2026.
iShares MSCI China ETF was a new SOA Wealth Advisors position in Q2 2026.
iShares MSCI China ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #693 holding.
SOA Wealth Advisors first reported a position in iShares MSCI China ETF in Q3 2022 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.