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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
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 $6.3B 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Merkkuri Wealth Advisors's MCH Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Matthews China Active ETF (MCH) stake by 1.3% in Q1 2026, buying an estimated $25.7K and bringing the position to 71,289 shares worth $1.88M. The position accounts for 1.24% of the portfolio, ranked #24.

Merkkuri Wealth Advisors first reported a position in MCH in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.4M in Q3 2025. 17 funds tracked by Wall St. Rank hold MCH as of Q1 2026.

  • Merkkuri Wealth Advisors held 71,289 shares of Matthews China Active ETF worth $1.88M as of Q1 2026.
  • Merkkuri Wealth Advisors bought 900 Matthews China Active ETF shares in Q1 2026, an estimated $25.7K.
  • Matthews China Active ETF made up 1.24% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Merkkuri Wealth Advisors first reported a position in Matthews China Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Merkkuri Wealth Advisors's Matthews China Active ETF position peaked at $2.4M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.