Trek Financial
MCHI icon

Trek Financial’s iShares MSCI China ETF MCHI Stock Holding History

Trek Financial’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 		$1.46M Buy
27,975
+189
+0.7% +$10.2K 0.07% 206
2026
Q2 		$1.42M Buy
27,786
+7,052
+34% +$395K 0.07% 209
2026
Q1 		$1.16M Buy
20,734
+994
+5% +$59.7K 0.06% 212
2025
Q4 		$1.19M Buy
19,740
+4,135
+26% +$260K 0.07% 212
2025
Q3 		$1.03M Buy
15,605
+9,454
+154% +$567K 0.06% 220
2025
Q2 		$339K Sell
6,151
-2,005
-25% -$106K 0.02% 319
2025
Q1 		$444K Buy
+8,156
New +$420K 0.03% 253
2024
Q2 		– Sell
-7,115
Closed -$283K – 432
2024
Q1 		$283K Buy
+7,115
New +$275K 0.02% 321

Other funds holding MCHI

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Trek Financial's MCHI Position: Q3 2026 in Review

Trek Financial increased its iShares MSCI China ETF (MCHI) stake by 0.68% in Q3 2026, buying an estimated $10.2K and bringing the position to 27,975 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #206.

Trek Financial first reported a position in MCHI in Q1 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

  • Trek Financial held 27,975 shares of iShares MSCI China ETF worth $1.46M as of Q3 2026.
  • Trek Financial bought 189 iShares MSCI China ETF shares in Q3 2026, an estimated $10.2K.
  • iShares MSCI China ETF made up 0.07% of Trek Financial's portfolio in Q3 2026, its #206 holding.
  • Trek Financial first reported a position in iShares MSCI China ETF in Q1 2024 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.