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 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 $5.7T AUM 30.48% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank Julius Baer & Co

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Korea Investment Corp

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return