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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
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 $215M AUM 0.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Upper Left Wealth Management's MCHI Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares MSCI China ETF (MCHI) stake by 2% in Q2 2026, selling an estimated $106K and leaving 92,023 shares worth $4.7M. The position accounts for 2.6% of the portfolio, ranked #15.

Upper Left Wealth Management first reported a position in MCHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.77M in Q3 2025. 31 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Upper Left Wealth Management held 92,023 shares of iShares MSCI China ETF worth $4.7M as of Q2 2026.
  • Upper Left Wealth Management sold 1,899 iShares MSCI China ETF shares in Q2 2026, an estimated $106K.
  • iShares MSCI China ETF made up 2.6% of Upper Left Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Upper Left Wealth Management first reported a position in iShares MSCI China ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's iShares MSCI China ETF position peaked at $5.77M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.