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L.J. Altfest & Co’s Matthews China Active ETF MCH Stock Holding History

L.J. Altfest & Co’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
2026
Q1 		$233K Sell
8,868
-1,099
-11% -$31.3K 0.03% 301
2025
Q4 		$281K Sell
9,967
-1,106
-10% -$32.3K 0.03% 288
2025
Q3 		$335K Sell
11,073
-1,048
-9% -$28.5K 0.04% 270
2025
Q2 		$297K Sell
12,121
-400,663
-97% -$9.34M 0.04% 285
2025
Q1 		$10M Buy
412,784
+14,863
+4% +$350K 1.26% 20
2024
Q4 		$8.77M Sell
397,921
-123,358
-24% -$2.93M 1.12% 24
2024
Q3 		$12.8M Buy
521,279
+507,636
+3,721% +$9.71M 1.7% 19
2024
Q2 		$262K Sell
13,643
-3,172
-19% -$63.6K 0.04% 269
2024
Q1 		$316K Sell
16,815
-7,246
-30% -$131K 0.04% 252
2023
Q4 		$458K Sell
24,061
-615,864
-96% -$12M 0.07% 196
2023
Q3 		$13.1M Buy
639,925
+12,559
+2% +$270K 2.07% 12
2023
Q2 		$13.1M Sell
627,366
-29,643
-5% -$654K 1.97% 16
2023
Q1 		$15.8M Buy
657,009
+631,240
+2,450% +$16.1M 2.48% 12
2022
Q4 		$623K Buy
25,769
+273
+1% +$5.92K 0.1% 134
2022
Q3 		$524K Buy
+25,496
New +$596K 0.1% 134

Other funds holding MCH

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
SPFA
Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
JESC
J.E. Simmons & Co Dallas, Texas $177M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

L.J. Altfest & Co's MCH Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Matthews China Active ETF (MCH) stake by 11% in Q1 2026, selling an estimated $31.3K and leaving 8,868 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #301.

L.J. Altfest & Co first reported a position in MCH in Q3 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q1 2023. 17 funds tracked by Wall St. Rank hold MCH as of Q1 2026.

  • L.J. Altfest & Co held 8,868 shares of Matthews China Active ETF worth $233K as of Q1 2026.
  • L.J. Altfest & Co sold 1,099 Matthews China Active ETF shares in Q1 2026, an estimated $31.3K.
  • Matthews China Active ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #301 holding.
  • L.J. Altfest & Co first reported a position in Matthews China Active ETF in Q3 2022 and has held it in 15 quarters since.
  • L.J. Altfest & Co's Matthews China Active ETF position peaked at $15.8M in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.