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Upper Left Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Upper Left Wealth Management’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 		$1.74M Sell
33,396
-58,627
-64% -$3.17M 0.9% 25
2026
Q2 		$4.7M Sell
92,023
-1,899
-2% -$106K 2.6% 15
2026
Q1 		$5.28M Buy
93,922
+5,262
+6% +$316K 3.12% 10
2025
Q4 		$5.33M Buy
88,660
+966
+1% +$60.8K 3.25% 10
2025
Q3 		$5.77M Sell
87,694
-2,546
-3% -$153K 3.62% 7
2025
Q2 		$4.97M Sell
90,240
-833
-0.9% -$44.2K 3.32% 8
2025
Q1 		$4.95M Buy
91,073
+7,829
+9% +$404K 3.55% 7
2024
Q4 		$3.9M Sell
83,244
-2,269
-3% -$112K 3.34% 12
2024
Q3 		$3.58M Sell
85,513
-3,894
-4% -$165K 3.13% 12
2024
Q2 		$3.77M Buy
89,407
+2,036
+2% +$87.6K 3.41% 11
2024
Q1 		$3.47M Buy
87,371
+49,078
+128% +$1.9M 3.22% 14
2023
Q4 		$1.56M Sell
38,293
-484
-1% -$20.4K 1.53% 22
2023
Q3 		$1.68M Buy
38,777
+5,999
+18% +$272K 1.75% 19
2023
Q2 		$1.47M Buy
32,778
+3,759
+13% +$176K 1.63% 22
2023
Q1 		$1.45M Sell
29,019
-746
-3% -$38K 1.64% 21
2022
Q4 		$1.41M Buy
29,765
+1,669
+6% +$72.4K 1.67% 20
2022
Q3 		$1.2M Buy
28,096
+7,761
+38% +$383K 1.56% 22
2022
Q2 		$1.14M Sell
20,335
-2,506
-11% -$129K 1.31% 24
2022
Q1 		$1.25M Buy
22,841
+19,468
+577% +$1.15M 1.3% 25
2021
Q4 		$212K Buy
+3,373
New +$227K 0.21% 49

Other funds holding MCHI

NC
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Upper Left Wealth Management's MCHI Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares MSCI China ETF (MCHI) stake by 64% in Q3 2026, selling an estimated $3.17M and leaving 33,396 shares worth $1.74M. The position accounts for 0.9% of the portfolio, ranked #25.

Upper Left Wealth Management first reported a position in MCHI in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.77M in Q3 2025. 40 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

  • Upper Left Wealth Management held 33,396 shares of iShares MSCI China ETF worth $1.74M as of Q3 2026.
  • Upper Left Wealth Management sold 58,627 iShares MSCI China ETF shares in Q3 2026, an estimated $3.17M.
  • iShares MSCI China ETF made up 0.9% of Upper Left Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Upper Left Wealth Management first reported a position in iShares MSCI China ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's iShares MSCI China ETF position peaked at $5.77M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.