BWP
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BSW Wealth Partners’s Matthews Emerging Markets Sustainable Future Active ETF EMSF Stock Holding History

BSW Wealth Partners’s Portfolio EMSF Stock Details EMSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Sell
51,116
-7,575
-13% -$291K 0.24% 62
2026
Q1 		$1.82M Buy
58,691
+6,533
+13% +$208K 0.22% 61
2025
Q4 		$1.48M Buy
52,158
+29,481
+130% +$880K 0.18% 70
2025
Q3 		$663K Buy
22,677
+4,723
+26% +$132K 0.08% 139
2025
Q2 		$496K Buy
+17,954
New +$453K 0.07% 163

Other funds holding EMSF

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
RFA
Rollins Financial Advisors New York City, New York $759M AUM 31.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

BSW Wealth Partners's EMSF Position: Q2 2026 in Review

BSW Wealth Partners reduced its Matthews Emerging Markets Sustainable Future Active ETF (EMSF) stake by 13% in Q2 2026, selling an estimated $291K and leaving 51,116 shares worth $2.17M. The position accounts for 0.24% of the portfolio, ranked #62.

BSW Wealth Partners first reported a position in EMSF in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold EMSF as of Q2 2026.

  • BSW Wealth Partners held 51,116 shares of Matthews Emerging Markets Sustainable Future Active ETF worth $2.17M as of Q2 2026.
  • BSW Wealth Partners sold 7,575 Matthews Emerging Markets Sustainable Future Active ETF shares in Q2 2026, an estimated $291K.
  • Matthews Emerging Markets Sustainable Future Active ETF made up 0.24% of BSW Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • BSW Wealth Partners first reported a position in Matthews Emerging Markets Sustainable Future Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Matthews Emerging Markets Sustainable Future Active ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.