Summit Securities Group
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Summit Securities Group’s iShares MSCI China ETF MCHI Stock Holding History

Summit Securities 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
2024
Q2 		– Sell
-40,000
Closed -$1.59M – 689
2024
Q1 		$1.59M Buy
+40,000
New +$1.55M 0.26% 48
2023
Q1 		– Sell
-100
Closed -$5K – 1094
2022
Q4 		$5K Buy
+100
New +$4.34K ﹤0.01% 1080

Other funds holding MCHI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
SPX Gestao de Recursos
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Summit Securities Group's MCHI Position: Q1 2026 in Review

Summit Securities Group sold out of iShares MSCI China ETF (MCHI) in Q1 2026, closing a stake of 15,500 shares — an estimated $931K sold.

Summit Securities Group first reported a position in MCHI in Q3 2016 and held it in 6 quarters. The position peaked at $5.26M in Q4 2016. 288 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Summit Securities Group reported no remaining iShares MSCI China ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 15,500 iShares MSCI China ETF shares in Q1 2026, an estimated $931K.
  • Summit Securities Group first reported a position in iShares MSCI China ETF in Q3 2016 and held it in 6 quarters.
  • Summit Securities Group's iShares MSCI China ETF position peaked at $5.26M in Q4 2016.
  • 288 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.