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

WestEnd 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
2025 Q3	–	Sell	-5,449	Closed	-$300K	–	399
2025 Q2	$300K	Sell	5,449 -213	-4%	-$11.3K	0.01%	42
2025 Q1	$308K	Buy	+5,662	New	+$292K	0.01%	44
2024 Q3	–	Sell	-1,120	Closed	-$47.2K	–	401
2024 Q2	$47.2K	Sell	1,120 -1,970	-64%	-$84.7K	﹤0.01%	53
2024 Q1	$123K	Buy	3,090 +1,433	+86%	+$55.5K	﹤0.01%	48
2023 Q4	$67.5K	Sell	1,657 -273	-14%	-$11.5K	﹤0.01%	53
2023 Q3	$83.5K	Buy	+1,930	New	+$87.4K	﹤0.01%	49
2023 Q1	–	Sell	-3,001	Closed	-$153K	–	44
2022 Q4	$143K	Sell	3,001 -607	-17%	-$26.3K	﹤0.01%	49
2022 Q3	$154K	Buy	3,608 +1,256	+53%	+$62K	0.01%	50
2022 Q2	$131K	Buy	+2,352	New	+$121K	﹤0.01%	50

Other funds holding MCHI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WestEnd Advisors's MCHI Position: Q3 2025 in Review

WestEnd Advisors sold out of iShares MSCI China ETF (MCHI) in Q3 2025, closing a stake of 5,449 shares — an estimated $300K sold.

WestEnd Advisors first reported a position in MCHI in Q2 2022 and held it in 9 quarters. The position peaked at $308K in Q1 2025. 290 funds tracked by Wall St. Rank hold MCHI as of Q3 2025.

WestEnd Advisors reported no remaining iShares MSCI China ETF position as of Q3 2025 after selling out during the quarter.
WestEnd Advisors sold 5,449 iShares MSCI China ETF shares in Q3 2025, an estimated $300K.
WestEnd Advisors first reported a position in iShares MSCI China ETF in Q2 2022 and held it in 9 quarters.
WestEnd Advisors's iShares MSCI China ETF position peaked at $308K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2025.

Based on WestEnd Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.