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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

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
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
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 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. 9 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.
  • 9 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.