Focus Partners Wealth
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Focus Partners Wealth’s Matthews China Active ETF MCH Stock Holding History

Focus Partners Wealth’s Portfolio MCH Stock Details MCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,128
Closed -$231K – 997
2023
Q4 		$231K Buy
+12,128
New +$237K ﹤0.01% 725

Other funds holding MCH

KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth's MCH Position: Q1 2024 in Review

Focus Partners Wealth sold out of Matthews China Active ETF (MCH) in Q1 2024, closing a stake of 12,128 shares — an estimated $231K sold.

Focus Partners Wealth first reported a position in MCH in Q4 2023 and held it in 1 quarter. The position peaked at $231K in Q4 2023. 12 funds tracked by Wall St. Rank hold MCH as of Q1 2024.

  • Focus Partners Wealth reported no remaining Matthews China Active ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 12,128 Matthews China Active ETF shares in Q1 2024, an estimated $231K.
  • Focus Partners Wealth first reported a position in Matthews China Active ETF in Q4 2023 and held it in 1 quarter.
  • Focus Partners Wealth's Matthews China Active ETF position peaked at $231K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2024.

Based on Focus Partners Wealth's 13F filing for Q1 2024, filed 16 May 2024.