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IFP Advisors’s Matthews China Active ETF MCH Stock Holding History

IFP Advisors’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
-43,102
Closed -$821K – 3194
2023
Q4 		$821K Sell
43,102
-18,350
-30% -$358K 0.04% 436
2023
Q3 		$1.26M Sell
61,452
-3,900
-6% -$83.9K 0.06% 337
2023
Q2 		$1.36M Sell
65,352
-1,715
-3% -$37.8K 0.06% 344
2023
Q1 		$1.67M Buy
+67,067
New +$1.71M 0.07% 268

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 $228M AUM 26.15% 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 $1.03B AUM 36.74% 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

IFP Advisors's MCH Position: Q1 2024 in Review

IFP Advisors sold out of Matthews China Active ETF (MCH) in Q1 2024, closing a stake of 43,102 shares — an estimated $821K sold.

IFP Advisors first reported a position in MCH in Q1 2023 and held it in 4 quarters. The position peaked at $1.67M in Q1 2023. 12 funds tracked by Wall St. Rank hold MCH as of Q1 2024.

  • IFP Advisors reported no remaining Matthews China Active ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 43,102 Matthews China Active ETF shares in Q1 2024, an estimated $821K.
  • IFP Advisors first reported a position in Matthews China Active ETF in Q1 2023 and held it in 4 quarters.
  • IFP Advisors's Matthews China Active ETF position peaked at $1.67M in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.