Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares MSCI China ETF MCHI Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-4,184
Closed -$262K – 3768
2025
Q4 		$262K Sell
4,184
-23
-0.5% -$1.45K ﹤0.01% 3038
2025
Q3 		$277K Sell
4,207
-1,913
-31% -$115K ﹤0.01% 2865
2025
Q2 		$335K Sell
6,120
-86
-1% -$4.57K ﹤0.01% 2558
2025
Q1 		$338K Sell
6,206
-1,195
-16% -$61.6K ﹤0.01% 2351
2024
Q4 		$347K Buy
7,401
+906
+14% +$44.7K ﹤0.01% 2259
2024
Q3 		$331K Sell
6,495
-178
-3% -$7.55K ﹤0.01% 2106
2024
Q2 		$281K Buy
6,673
+1,108
+20% +$47.6K ﹤0.01% 2027
2024
Q1 		$221K Sell
5,565
-1,648
-23% -$63.8K ﹤0.01% 2126
2023
Q4 		$294K Buy
+7,213
New +$304K ﹤0.01% 1828

Other funds holding MCHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's MCHI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares MSCI China ETF (MCHI) in Q1 2026, closing a stake of 4,184 shares — an estimated $262K sold.

Wealth Enhancement Advisory Services first reported a position in MCHI in Q4 2023 and held it in 9 quarters. The position peaked at $347K in Q4 2024. 287 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares MSCI China ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,184 iShares MSCI China ETF shares in Q1 2026, an estimated $262K.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI China ETF in Q4 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's iShares MSCI China ETF position peaked at $347K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.