Corient Private Wealth
MINV icon

Corient Private Wealth’s Matthews Asia Innovators Active ETF MINV Stock Holding History

Corient Private Wealth’s Portfolio MINV Stock Details MINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-135,624
Closed -$3.72M – 2386
2024
Q4 		$3.72M Sell
135,624
-763
-0.6% -$21.8K 0.01% 786
2024
Q3 		$3.89M Sell
136,387
-9,072
-6% -$243K 0.01% 830
2024
Q2 		$3.93M Sell
145,459
-83,386
-36% -$2.17M 0.01% 776
2024
Q1 		$5.77M Sell
228,845
-33,677
-13% -$813K 0.01% 675
2023
Q4 		$6.15M Sell
262,522
-804,626
-75% -$18.3M 0.01% 641
2023
Q3 		$23.8M Sell
1,067,148
-37,718
-3% -$888K 0.05% 308
2023
Q2 		$26.2M Sell
1,104,866
-47,428
-4% -$1.13M 0.06% 287
2023
Q1 		$28.5M Sell
1,152,294
-41,778
-3% -$1.07M 0.08% 248
2022
Q4 		$29M Buy
+1,194,072
New +$27.3M 0.11% 206

Other funds holding MINV

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FCM
Fire Capital Management San Francisco, California $246M AUM 27.76% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Corient Private Wealth's MINV Position: Q1 2025 in Review

Corient Private Wealth sold out of Matthews Asia Innovators Active ETF (MINV) in Q1 2025, closing a stake of 135,624 shares — an estimated $3.72M sold.

Corient Private Wealth first reported a position in MINV in Q4 2022 and held it in 9 quarters. The position peaked at $29M in Q4 2022. 13 funds tracked by Wall St. Rank hold MINV as of Q1 2025.

  • Corient Private Wealth reported no remaining Matthews Asia Innovators Active ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 135,624 Matthews Asia Innovators Active ETF shares in Q1 2025, an estimated $3.72M.
  • Corient Private Wealth first reported a position in Matthews Asia Innovators Active ETF in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's Matthews Asia Innovators Active ETF position peaked at $29M in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.