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Kelman-Lazarov Inc’s Matthews China Active ETF MCH Stock Holding History

Kelman-Lazarov Inc’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
2025
Q2 		– Sell
-41,621
Closed -$1.01M – 124
2025
Q1 		$1.01M Sell
41,621
-370,769
-90% -$8.73M 0.18% 52
2024
Q4 		$9.09M Sell
412,390
-56,767
-12% -$1.35M 1.64% 17
2024
Q3 		$11.5M Sell
469,157
-5,683
-1% -$109K 1.98% 16
2024
Q2 		$9.12M Buy
474,840
+109,586
+30% +$2.2M 1.7% 17
2024
Q1 		$6.86M Buy
365,254
+95,337
+35% +$1.73M 1.34% 19
2023
Q4 		$5.14M Buy
269,917
+70,541
+35% +$1.38M 1.11% 19
2023
Q3 		$4.09M Buy
199,376
+80,380
+68% +$1.73M 0.97% 20
2023
Q2 		$2.49M Buy
118,996
+60,267
+103% +$1.33M 0.6% 25
2023
Q1 		$1.41M Buy
58,729
+4,339
+8% +$111K 0.37% 34
2022
Q4 		$1.31M Sell
54,390
-6,496
-11% -$141K 0.37% 36
2022
Q3 		$1.25M Buy
+60,886
New +$1.42M 0.43% 28

Other funds holding MCH

MWA
Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return
TL
Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 1-Year Est. Return
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kelman-Lazarov Inc's MCH Position: Q2 2025 in Review

Kelman-Lazarov Inc sold out of Matthews China Active ETF (MCH) in Q2 2025, closing a stake of 41,621 shares — an estimated $1.01M sold.

Kelman-Lazarov Inc first reported a position in MCH in Q3 2022 and held it in 11 quarters. The position peaked at $11.5M in Q3 2024. 17 funds tracked by Wall St. Rank hold MCH as of Q2 2025.

  • Kelman-Lazarov Inc reported no remaining Matthews China Active ETF position as of Q2 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 41,621 Matthews China Active ETF shares in Q2 2025, an estimated $1.01M.
  • Kelman-Lazarov Inc first reported a position in Matthews China Active ETF in Q3 2022 and held it in 11 quarters.
  • Kelman-Lazarov Inc's Matthews China Active ETF position peaked at $11.5M in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2025, filed 29 Jul 2025.