Wharton Business Group’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.37M | Sell |
166,865
-30
| -0% | -$1.8K | 0.35% | 47 |
|
|
2025
Q4 | $10M | Hold |
166,895
| – | – | 0.38% | 46 |
|
|
2025
Q3 | $11M | Sell |
166,895
-1,340
| -0.8% | -$80.3K | 0.48% | 41 |
|
|
2025
Q2 | $9.27M | Hold |
168,235
| – | – | 0.39% | 44 |
|
|
2025
Q1 | $9.15M | Sell |
168,235
-1,090
| -0.6% | -$56.2K | 0.41% | 42 |
|
|
2024
Q4 | $7.93M | Hold |
169,325
| – | – | 0.36% | 45 |
|
|
2024
Q3 | $8.62M | Sell |
169,325
-143,000
| -46% | -$6.06M | 0.39% | 45 |
|
|
2024
Q2 | $13.2M | Hold |
312,325
| – | – | 0.68% | 36 |
|
|
2024
Q1 | $12.4M | Buy |
312,325
+18,950
| +6% | +$733K | 0.6% | 38 |
|
|
2023
Q4 | $12M | Hold |
293,375
| – | – | 0.6% | 36 |
|
|
2023
Q3 | $12.7M | Buy |
+293,375
| New | +$13.3M | 0.71% | 33 |
|
|
2023
Q2 | – | Sell |
-179,670
| Closed | -$8.96M | – | 136 |
|
|
2023
Q1 | $8.96M | Sell |
179,670
-1,225
| -0.7% | -$62.3K | 0.54% | 38 |
|
|
2022
Q4 | $8.59M | Hold |
180,895
| – | – | 0.5% | 41 |
|
|
2022
Q3 | $7.7M | Hold |
180,895
| – | – | 0.52% | 38 |
|
|
2022
Q2 | $10.1M | Sell |
180,895
-18
| -0% | -$924 | 0.67% | 30 |
|
|
2022
Q1 | $9.57M | Buy |
180,913
+2,045
| +1% | +$120K | 0.58% | 33 |
|
|
2021
Q4 | $11.2M | Sell |
178,868
-1,255
| -0.7% | -$84.3K | 0.69% | 33 |
|
|
2021
Q3 | $12.2M | Buy |
180,123
+1,255
| +0.7% | +$90.3K | 1.23% | 16 |
|
|
2021
Q2 | $14.7M | Buy |
178,868
+300
| +0.2% | +$24.4K | 1.15% | 23 |
|
|
2021
Q1 | $14.6M | Buy |
178,568
+18
| +0% | +$1.58K | 1.14% | 25 |
|
|
2020
Q4 | $14.5M | Hold |
178,550
| – | – | 1.19% | 23 |
|
|
2020
Q3 | $13.2M | Hold |
178,550
| – | – | 1.22% | 21 |
|
|
2020
Q2 | $11.7M | Hold |
178,550
| – | – | 1.13% | 25 |
|
|
2020
Q1 | $10.2M | Hold |
178,550
| – | – | 1.16% | 24 |
|
|
2019
Q4 | $11.4M | Hold |
178,550
| – | – | 1.06% | 27 |
|
|
2019
Q3 | $10M | Hold |
178,550
| – | – | 1% | 28 |
|
|
2019
Q2 | $10.6M | Hold |
178,550
| – | – | 1.08% | 26 |
|
|
2019
Q1 | $11.1M | Sell |
178,550
-695
| -0.4% | -$41K | 1.15% | 26 |
|
|
2018
Q4 | $9.43M | Buy |
+179,245
| New | +$9.85M | 1.11% | 26 |
|
|
2018
Q1 | – | Sell |
-3,085
| Closed | -$205K | – | 105 |
|
|
2017
Q4 | $205K | Buy |
+3,085
| New | +$204K | 0.02% | 103 |
|
|
2015
Q3 | – | Sell |
-261,970
| Closed | -$14.7K | – | 134 |
|
|
2015
Q2 | $14.7K | Hold |
261,970
| – | – | 0.97% | 30 |
|
|
2015
Q1 | $14.3M | Buy |
261,970
+980
| +0.4% | +$50.8K | 1.18% | 32 |
|
|
2014
Q4 | $13.1M | Buy |
+260,990
| New | +$12.7M | 1.09% | 31 |
|
Other funds holding MCHI
PF
AIMCA
MIH
SGDR
JPG
Wharton Business Group's MCHI Position: Q1 2026 in Review
Wharton Business Group reduced its iShares MSCI China ETF (MCHI) stake by 0.02% in Q1 2026, selling an estimated $1.8K and leaving 166,865 shares worth $9.37M. The position accounts for 0.35% of the portfolio, ranked #47.
Wharton Business Group first reported a position in MCHI in Q4 2014 and has held it in 33 quarters since. The position peaked at $14.7M in Q2 2021. 286 funds tracked by Wall St. Rank hold MCHI as of Q1 2026.
- Wharton Business Group held 166,865 shares of iShares MSCI China ETF worth $9.37M as of Q1 2026.
- Wharton Business Group sold 30 iShares MSCI China ETF shares in Q1 2026, an estimated $1.8K.
- iShares MSCI China ETF made up 0.35% of Wharton Business Group's portfolio in Q1 2026, its #47 holding.
- Wharton Business Group first reported a position in iShares MSCI China ETF in Q4 2014 and has held it in 33 quarters since.
- Wharton Business Group's iShares MSCI China ETF position peaked at $14.7M in Q2 2021.
- 286 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q1 2026.
Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.