Welch Financial Planning’s Matthews China Active ETF MCH Stock Holding History

Welch Financial Planning’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	$2.27M	Sell	78,715 -1,209	-2%	-$34.5K	1.32%	19
2026 Q1	$2.1M	Hold	79,924	–	–	1.51%	18
2025 Q4	$2.25M	Buy	+79,924	New	+$2.34M	1.64%	18

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

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

Welch Financial Planning's MCH Position: Q2 2026 in Review

Welch Financial Planning reduced its Matthews China Active ETF (MCH) stake by 1.5% in Q2 2026, selling an estimated $34.5K and leaving 78,715 shares worth $2.27M. The position accounts for 1.32% of the portfolio, ranked #19.

Welch Financial Planning first reported a position in MCH in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold MCH as of Q2 2026.

Welch Financial Planning held 78,715 shares of Matthews China Active ETF worth $2.27M as of Q2 2026.
Welch Financial Planning sold 1,209 Matthews China Active ETF shares in Q2 2026, an estimated $34.5K.
Matthews China Active ETF made up 1.32% of Welch Financial Planning's portfolio in Q2 2026, its #19 holding.
Welch Financial Planning first reported a position in Matthews China Active ETF in Q4 2025 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held Matthews China Active ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.