SWMG LLC
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SWMG LLC’s iShares MSCI China ETF MCHI Stock Holding History

SWMG LLC’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 		$368K Buy
7,516
+174
+2% +$9.4K 0.08% 84
2026
Q2 		$391K Buy
7,342
+3,480
+90% +$195K 0.09% 75
2026
Q1 		$217K Buy
3,862
+21
+0.5% +$1.26K 0.06% 115
2025
Q4 		$237K Sell
3,841
-1,111
-22% -$69.9K 0.07% 109
2025
Q3 		$317K Buy
4,952
+409
+9% +$24.5K 0.1% 91
2025
Q2 		$267K Buy
+4,543
New +$241K 0.09% 104
2024
Q3 		– Sell
-5,918
Closed -$250K – 127
2024
Q2 		$250K Buy
5,918
+45
+0.8% +$1.94K 0.11% 87
2024
Q1 		$233K Buy
5,873
+543
+10% +$21K 0.11% 92
2023
Q4 		$217K Buy
5,330
+9
+0.2% +$379 0.1% 96
2023
Q3 		$230K Sell
5,321
-1,398
-21% -$63.3K 0.12% 89
2023
Q2 		$301K Sell
6,719
-580
-8% -$27.1K 0.16% 70
2023
Q1 		$364K Buy
7,299
+84
+1% +$4.27K 0.2% 59
2022
Q4 		$343K Sell
7,215
-6,194
-46% -$269K 0.21% 55
2022
Q3 		$571K Buy
+13,409
New +$662K 0.37% 42
2022
Q1 		$742K Buy
14,022
+6,642
+90% +$391K 0.41% 37
2021
Q4 		$463K Buy
+7,380
New +$496K 0.25% 54

Other funds holding MCHI

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SWMG LLC's MCHI Position: Q3 2026 in Review

SWMG LLC increased its iShares MSCI China ETF (MCHI) stake by 2.4% in Q3 2026, buying an estimated $9.4K and bringing the position to 7,516 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #84.

SWMG LLC first reported a position in MCHI in Q4 2021 and has held it in 16 quarters since. The position peaked at $742K in Q1 2022. 94 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

  • SWMG LLC held 7,516 shares of iShares MSCI China ETF worth $368K as of Q3 2026.
  • SWMG LLC bought 174 iShares MSCI China ETF shares in Q3 2026, an estimated $9.4K.
  • iShares MSCI China ETF made up 0.08% of SWMG LLC's portfolio in Q3 2026, its #84 holding.
  • SWMG LLC first reported a position in iShares MSCI China ETF in Q4 2021 and has held it in 16 quarters since.
  • SWMG LLC's iShares MSCI China ETF position peaked at $742K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.