GMO Beyond China ETF
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 25 holdings as of Feb 28, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About BCHI
TheFund is an actively managed ETF that seeks to achieve its investment objective by investing in equities of companies tied economicallyto markets (excluding China) that are not treated as developed markets in the MSCI World Index (“emerging markets”). TheFund invests in companies that GMO believes are likely to benefit from growth in emerging markets and from the widespread trend of transitioningsupply chains out of China to other emerging markets. Inselecting securities for the Fund, GMO uses a combination of proprietary quantitative and fundamental investment methods to identifyemerging market equities GMO believes are well positioned to benefit from the expected trend of “moving out of China.” Thissecular trend is driven by a combination of increasing labor costs in China, increasing geopolitical tensions and increasing focus onsupply chain diversification. GMO determines the Fund’s investment universe through a top-down analysis of those countries, regionsand sectors that GMO believes are positioned to benefit from the secular trend. To identify attractive securities within that universe,GMO uses a combination of proprietary quantitative and fundamental investment methods that focus on growth, quality, valuation and otherpatterns of information, such as price movement or volatility of an asset class, security, or market. In constructing the Fund’sportfolio, GMO also considers position size, sector and industry exposure, country and region exposure, currencies, market capitalization,liquidity, and transaction costs. GMO also may consider ESG (environmental, social and governance) criteria. For example, GMO generallyavoids investing the Fund’s assets in companies engaged in the manufacture, supply, or distribution of cluster munitions, as wellas companies primarily involved in the mining and production of thermal coal. At times, the Fund may have substantial exposure to a singleasset class, industry, sector, country, region, issuer, or currency and companies with similar market capitalizations. The Fund may investin securities of companies of any market capitalization. The factors GMO considers and investment methods GMO uses can change over time. Asan alternative to investing directly in equities, the Fund may invest in exchange-traded and over-the-counter (OTC) derivatives and exchange-tradedfunds (ETFs). The Fund also may invest in derivatives and ETFs in an attempt to obtain or adjust elements of its long or short investmentexposure. Derivatives used may include options, futures, forward currency contracts, and swap contracts. TheFund also may invest in the GMO U.S. Treasury Fund, a mutualfund advised by GMO, in money market funds unaffiliated with GMO, and directly in the types of investmentstypically held by money market funds.
BCHI News
Data for BCHI is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.