Bedel Financial Consulting’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

Bedel Financial Consulting’s Portfolio MEM Stock Details MEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$536K	Hold	14,436	–	–	0.06%	162
2025 Q4	$517K	Hold	14,436	–	–	0.06%	159
2025 Q3	$523K	Hold	14,436	–	–	0.07%	156
2025 Q2	$469K	Hold	14,436	–	–	0.06%	161
2025 Q1	$438K	Hold	14,436	–	–	0.06%	162
2024 Q4	$426K	Hold	14,436	–	–	0.06%	164
2024 Q3	$477K	Buy	14,436 +503	+4%	+$15.4K	0.07%	149
2024 Q2	$426K	Sell	13,933 -467	-3%	-$13.9K	0.06%	149
2024 Q1	$424K	Sell	14,400 -376	-3%	-$10.6K	0.07%	151
2023 Q4	$418K	Sell	14,776 -169	-1%	-$4.49K	0.08%	150
2023 Q3	$393K	Hold	14,945	–	–	0.08%	144
2023 Q2	$417K	Sell	14,945 -9,013	-38%	-$245K	0.09%	136
2023 Q1	$648K	Buy	23,958 +9,084	+61%	+$249K	0.16%	90
2022 Q4	$393K	Buy	+14,874	New	+$383K	0.1%	137

Other funds holding MEM

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Bedel Financial Consulting's MEM Position: Q1 2026 in Review

Bedel Financial Consulting held its Matthews Emerging Markets Equity Active ETF (MEM) position steady in Q1 2026 at 14,436 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #162.

Bedel Financial Consulting first reported a position in MEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $648K in Q1 2023. 24 funds tracked by Wall St. Rank hold MEM as of Q1 2026.

Bedel Financial Consulting held 14,436 shares of Matthews Emerging Markets Equity Active ETF worth $536K as of Q1 2026.
Bedel Financial Consulting left its Matthews Emerging Markets Equity Active ETF share count unchanged in Q1 2026.
Matthews Emerging Markets Equity Active ETF made up 0.06% of Bedel Financial Consulting's portfolio in Q1 2026, its #162 holding.
Bedel Financial Consulting first reported a position in Matthews Emerging Markets Equity Active ETF in Q4 2022 and has held it in 14 quarters since.
Bedel Financial Consulting's Matthews Emerging Markets Equity Active ETF position peaked at $648K in Q1 2023.
24 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.