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Yoffe Investment Management’s iShares MSCI China ETF MCHI Stock Holding History

Yoffe Investment Management’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 		$263K Hold
5,149
– – 0.3% 99
2026
Q1 		$289K Hold
5,149
– – 0.37% 93
2025
Q4 		$309K Hold
5,149
– – 0.39% 86
2025
Q3 		$339K Hold
5,149
– – 0.44% 80
2025
Q2 		$284K Hold
5,149
– – 0.39% 90
2025
Q1 		$280K Hold
5,149
– – 0.41% 87
2024
Q4 		$241K Buy
+5,149
New +$254K 0.36% 95

Other funds holding MCHI

NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Yoffe Investment Management's MCHI Position: Q2 2026 in Review

Yoffe Investment Management held its iShares MSCI China ETF (MCHI) position steady in Q2 2026 at 5,149 shares worth $263K. The position accounts for 0.3% of the portfolio, ranked #99.

Yoffe Investment Management first reported a position in MCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $339K in Q3 2025. 30 funds tracked by Wall St. Rank hold MCHI as of Q2 2026.

  • Yoffe Investment Management held 5,149 shares of iShares MSCI China ETF worth $263K as of Q2 2026.
  • Yoffe Investment Management left its iShares MSCI China ETF share count unchanged in Q2 2026.
  • iShares MSCI China ETF made up 0.3% of Yoffe Investment Management's portfolio in Q2 2026, its #99 holding.
  • Yoffe Investment Management first reported a position in iShares MSCI China ETF in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's iShares MSCI China ETF position peaked at $339K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.