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 Q2	–	Sell	-8,868	Closed	-$233K	–	334
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 $6.31B AUM 20.77% 1-Year Est. Return

MWA

Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

L.J. Altfest & Co's MCH Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Matthews China Active ETF (MCH) in Q2 2026, closing a stake of 8,868 shares — an estimated $233K sold.

L.J. Altfest & Co first reported a position in MCH in Q3 2022 and held it in 15 quarters. The position peaked at $15.8M in Q1 2023. 17 funds tracked by Wall St. Rank hold MCH as of Q2 2026.

L.J. Altfest & Co reported no remaining Matthews China Active ETF position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 8,868 Matthews China Active ETF shares in Q2 2026, an estimated $233K.
L.J. Altfest & Co first reported a position in Matthews China Active ETF in Q3 2022 and held it in 15 quarters.
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 Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.