Whittier Trust’s iShares MSCI China ETF MCHI Stock Holding History

Whittier Trust’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 Q3	$32.1K	Hold	610	–	–	﹤0.01%	948
2026 Q2	$31.7K	Hold	610	–	–	﹤0.01%	945
2026 Q1	$34.1K	Hold	610	–	–	﹤0.01%	901
2025 Q4	$38.3K	Buy	+610	New	+$38.4K	﹤0.01%	922
2024 Q4	–	Sell	-195	Closed	-$9.9K	–	1585
2024 Q3	$9.9K	Buy	+195	New	+$8.27K	﹤0.01%	1263
2022 Q4	–	Sell	-650	Closed	-$28K	–	1674
2022 Q3	$28K	Hold	650	–	–	﹤0.01%	1101
2022 Q2	$36K	Hold	650	–	–	﹤0.01%	1028
2022 Q1	$34K	Sell	650 -300	-32%	-$17.7K	﹤0.01%	1067
2021 Q4	$60K	Buy	950 +650	+217%	+$43.7K	﹤0.01%	936
2021 Q3	$20K	Sell	300 -412	-58%	-$29.6K	﹤0.01%	1126
2021 Q2	$59K	Hold	712	–	–	﹤0.01%	919
2021 Q1	$58K	Hold	712	–	–	﹤0.01%	898
2020 Q4	$58K	Buy	+712	New	+$56.4K	﹤0.01%	821
2019 Q4	–	Sell	-1,168	Closed	-$66K	–	1564
2019 Q3	$66K	Buy	+1,168	New	+$67.2K	﹤0.01%	774

Other funds holding MCHI

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Whittier Trust's MCHI Position: Q3 2026 in Review

Whittier Trust held its iShares MSCI China ETF (MCHI) position steady in Q3 2026 at 610 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Whittier Trust first reported a position in MCHI in Q3 2019 and has held it in 14 quarters since. The position peaked at $66K in Q3 2019. 199 funds tracked by Wall St. Rank hold MCHI as of Q3 2026.

Whittier Trust held 610 shares of iShares MSCI China ETF worth $32.1K as of Q3 2026.
Whittier Trust left its iShares MSCI China ETF share count unchanged in Q3 2026.
iShares MSCI China ETF made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #948 holding.
Whittier Trust first reported a position in iShares MSCI China ETF in Q3 2019 and has held it in 14 quarters since.
Whittier Trust's iShares MSCI China ETF position peaked at $66K in Q3 2019.
199 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.