Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s iShares MSCI China ETF MCHI Stock Holding History

Steward Partners Investment Advisory’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 		$331K Sell
6,490
-39
-0.6% -$2.18K ﹤0.01% 1949
2026
Q1 		$367K Buy
6,529
+1
+0% +$60 ﹤0.01% 1683
2025
Q4 		$392K Sell
6,528
-2,020
-24% -$127K ﹤0.01% 1564
2025
Q3 		$563K Sell
8,548
-10,992
-56% -$659K ﹤0.01% 1307
2025
Q2 		$1.08M Sell
19,540
-100,453
-84% -$5.33M 0.01% 961
2025
Q1 		$6.53M Buy
119,993
+111,666
+1,341% +$5.76M 0.06% 329
2024
Q4 		$390K Buy
8,327
+1,310
+19% +$64.7K ﹤0.01% 1279
2024
Q3 		$357K Sell
7,017
-110
-2% -$4.66K ﹤0.01% 1259
2024
Q2 		$301K Buy
7,127
+3,538
+99% +$152K ﹤0.01% 1274
2024
Q1 		$143K Buy
3,589
+1,399
+64% +$54.1K ﹤0.01% 1590
2023
Q4 		$89.2K Buy
2,190
+507
+30% +$21.4K ﹤0.01% 1743
2023
Q3 		$72.9K Buy
1,683
+1,419
+538% +$64.3K ﹤0.01% 1732
2023
Q2 		$11.8K Hold
264
– – ﹤0.01% 2516
2023
Q1 		$13.2K Buy
264
+79
+43% +$4.02K ﹤0.01% 2436
2022
Q4 		$8.79K Hold
185
– – ﹤0.01% 2582
2022
Q3 		$8K Sell
185
-15
-8% -$740 ﹤0.01% 2617
2022
Q2 		$11K Sell
200
-100
-33% -$5.13K ﹤0.01% 2490
2022
Q1 		$16K Buy
300
+100
+50% +$5.89K ﹤0.01% 2470
2021
Q4 		$13K Sell
200
-500
-71% -$33.6K ﹤0.01% 2507
2021
Q3 		$47K Sell
700
-1,534
-69% -$110K ﹤0.01% 1932
2021
Q2 		$184K Sell
2,234
-5,030
-69% -$410K ﹤0.01% 1602
2021
Q1 		$593K Buy
7,264
+7,130
+5,321% +$625K 0.01% 825
2020
Q4 		$11K Hold
134
– – ﹤0.01% 2278
2020
Q3 		$10K Sell
134
-105
-44% -$7.69K ﹤0.01% 2143
2020
Q2 		$16K Buy
239
+105
+78% +$6.45K ﹤0.01% 1858
2020
Q1 		$7K Buy
+134
New +$8.29K ﹤0.01% 1976
2019
Q4 		– Sell
-363
Closed -$20K – 2679
2019
Q3 		$20K Sell
363
-437
-55% -$25.2K ﹤0.01% 1727
2019
Q2 		$47K Buy
+800
New +$48K ﹤0.01% 1362

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Steward Partners Investment Advisory's MCHI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares MSCI China ETF (MCHI) stake by 0.6% in Q2 2026, selling an estimated $2.18K and leaving 6,490 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Steward Partners Investment Advisory first reported a position in MCHI in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.53M in Q1 2025. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Steward Partners Investment Advisory held 6,490 shares of iShares MSCI China ETF worth $331K as of Q2 2026.
  • Steward Partners Investment Advisory sold 39 iShares MSCI China ETF shares in Q2 2026, an estimated $2.18K.
  • iShares MSCI China ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1949 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI China ETF in Q2 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI China ETF position peaked at $6.53M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.