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Waterloo Capital’s iShares MSCI China ETF MCHI Stock Holding History

Waterloo Capital’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
2025
Q4 		– Sell
-4,835
Closed -$318K – 480
2025
Q3 		$318K Buy
+4,835
New +$290K 0.02% 352

Other funds holding MCHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Waterloo Capital's MCHI Position: Q4 2025 in Review

Waterloo Capital sold out of iShares MSCI China ETF (MCHI) in Q4 2025, closing a stake of 4,835 shares — an estimated $318K sold.

Waterloo Capital first reported a position in MCHI in Q3 2025 and held it in 1 quarter. The position peaked at $318K in Q3 2025. 297 funds tracked by Wall St. Rank hold MCHI as of Q4 2025.

  • Waterloo Capital reported no remaining iShares MSCI China ETF position as of Q4 2025 after selling out during the quarter.
  • Waterloo Capital sold 4,835 iShares MSCI China ETF shares in Q4 2025, an estimated $318K.
  • Waterloo Capital first reported a position in iShares MSCI China ETF in Q3 2025 and held it in 1 quarter.
  • Waterloo Capital's iShares MSCI China ETF position peaked at $318K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.