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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
Q2 		$76.7K Sell
1,503
-59
-4% -$3.3K ﹤0.01% 1695
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 $6.73T AUM 46.02% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Waverly Advisors's MCHI Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI China ETF (MCHI) stake by 3.8% in Q2 2026, selling an estimated $3.3K and leaving 1,503 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Waverly Advisors first reported a position in MCHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q4 2025. 290 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Waverly Advisors held 1,503 shares of iShares MSCI China ETF worth $76.7K as of Q2 2026.
  • Waverly Advisors sold 59 iShares MSCI China ETF shares in Q2 2026, an estimated $3.3K.
  • iShares MSCI China ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1695 holding.
  • Waverly Advisors first reported a position in iShares MSCI China ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's iShares MSCI China ETF position peaked at $2.51M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.