Merkkuri Wealth Advisors’s Matthews China Active ETF MCH Stock Holding History

Merkkuri Wealth 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
2026 Q2	$2.41M	Buy	83,616 +12,327	+17%	+$352K	1.5%	22
2026 Q1	$1.88M	Buy	71,289 +900	+1%	+$25.7K	1.24%	24
2025 Q4	$1.99M	Sell	70,389 -8,791	-11%	-$257K	1.35%	28
2025 Q3	$2.4M	Buy	79,180 +1,666	+2%	+$45.3K	1.74%	17
2025 Q2	$1.9M	Buy	77,514 +6,685	+9%	+$156K	1.44%	20
2025 Q1	$1.72M	Buy	+70,829	New	+$1.67M	1.48%	21

Other funds holding MCH

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Merkkuri Wealth Advisors's MCH Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its Matthews China Active ETF (MCH) stake by 17% in Q2 2026, buying an estimated $352K and bringing the position to 83,616 shares worth $2.41M. The position accounts for 1.5% of the portfolio, ranked #22.

Merkkuri Wealth Advisors first reported a position in MCH in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold MCH as of Q2 2026.

Merkkuri Wealth Advisors held 83,616 shares of Matthews China Active ETF worth $2.41M as of Q2 2026.
Merkkuri Wealth Advisors bought 12,327 Matthews China Active ETF shares in Q2 2026, an estimated $352K.
Matthews China Active ETF made up 1.5% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Merkkuri Wealth Advisors first reported a position in Matthews China Active ETF in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.