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Waverly Advisors’s iShares MSCI China ETF MCHI Stock Holding History

Waverly Advisors’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
Q1 		$87.7K Sell
1,562
-40,177
-96% -$2.41M ﹤0.01% 1540
2025
Q4 		$2.51M Buy
+41,739
New +$2.63M 0.02% 544

Other funds holding MCHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's MCHI Position: Q1 2026 in Review

Waverly Advisors reduced its iShares MSCI China ETF (MCHI) stake by 96% in Q1 2026, selling an estimated $2.41M and leaving 1,562 shares worth $87.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Waverly Advisors first reported a position in MCHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.51M in Q4 2025. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Waverly Advisors held 1,562 shares of iShares MSCI China ETF worth $87.7K as of Q1 2026.
  • Waverly Advisors sold 40,177 iShares MSCI China ETF shares in Q1 2026, an estimated $2.41M.
  • iShares MSCI China ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1540 holding.
  • Waverly Advisors first reported a position in iShares MSCI China ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's iShares MSCI China ETF position peaked at $2.51M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.