Dynasty Wealth Management’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

Dynasty Wealth Management’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 Q2	$6.91M	Sell	152,753 -62,781	-29%	-$2.7M	0.05%	73
2026 Q1	$8.01M	Buy	215,534 +8,476	+4%	+$328K	0.07%	68
2025 Q4	$7.41M	Buy	207,058 +684	+0.3%	+$24.9K	0.07%	76
2025 Q3	$7.48M	Buy	+206,374	New	+$6.99M	0.1%	60
2025 Q2	–	Sell	-5,598,210	Closed	-$50.4K	–	242
2025 Q1	$50.4K	Buy	+5,598,210	New	+$166M	﹤0.01%	248

Other funds holding MEM

JWM

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dynasty Wealth Management's MEM Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Matthews Emerging Markets Equity Active ETF (MEM) stake by 29% in Q2 2026, selling an estimated $2.7M and leaving 152,753 shares worth $6.91M. The position accounts for 0.05% of the portfolio, ranked #73.

Dynasty Wealth Management first reported a position in MEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.01M in Q1 2026. 25 funds tracked by Wall St. Rank hold MEM as of Q2 2026.

Dynasty Wealth Management held 152,753 shares of Matthews Emerging Markets Equity Active ETF worth $6.91M as of Q2 2026.
Dynasty Wealth Management sold 62,781 Matthews Emerging Markets Equity Active ETF shares in Q2 2026, an estimated $2.7M.
Matthews Emerging Markets Equity Active ETF made up 0.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #73 holding.
Dynasty Wealth Management first reported a position in Matthews Emerging Markets Equity Active ETF in Q1 2025 and has held it in 5 quarters since.
Dynasty Wealth Management's Matthews Emerging Markets Equity Active ETF position peaked at $8.01M in Q1 2026.
25 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.