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 Q2	$31.7K	Hold	610	–	–	﹤0.01%	945
2026 Q1	$34.1K	Hold	610	–	–	﹤0.01%	900
2025 Q4	$38.3K	Buy	+610	New	+$38.4K	﹤0.01%	922
2024 Q4	–	Sell	-195	Closed	-$9.93K	–	1585
2024 Q3	$9.93K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Whittier Trust's MCHI Position: Q2 2026 in Review

Whittier Trust held its iShares MSCI China ETF (MCHI) position steady in Q2 2026 at 610 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Whittier Trust first reported a position in MCHI in Q3 2019 and has held it in 13 quarters since. The position peaked at $66K in Q3 2019. 289 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

Whittier Trust held 610 shares of iShares MSCI China ETF worth $31.7K as of Q2 2026.
Whittier Trust left its iShares MSCI China ETF share count unchanged in Q2 2026.
iShares MSCI China ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #945 holding.
Whittier Trust first reported a position in iShares MSCI China ETF in Q3 2019 and has held it in 13 quarters since.
Whittier Trust's iShares MSCI China ETF position peaked at $66K in Q3 2019.
289 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.