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 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 $2.45B 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

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

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

Dynasty Wealth Management's MEM Position: Q1 2026 in Review

Dynasty Wealth Management increased its Matthews Emerging Markets Equity Active ETF (MEM) stake by 4.1% in Q1 2026, buying an estimated $328K and bringing the position to 215,534 shares worth $8.01M. The position accounts for 0.07% of the portfolio, ranked #68.

Dynasty Wealth Management first reported a position in MEM in Q1 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold MEM as of Q1 2026.

Dynasty Wealth Management held 215,534 shares of Matthews Emerging Markets Equity Active ETF worth $8.01M as of Q1 2026.
Dynasty Wealth Management bought 8,476 Matthews Emerging Markets Equity Active ETF shares in Q1 2026, an estimated $328K.
Matthews Emerging Markets Equity Active ETF made up 0.07% of Dynasty Wealth Management's portfolio in Q1 2026, its #68 holding.
Dynasty Wealth Management first reported a position in Matthews Emerging Markets Equity Active ETF in Q1 2025 and has held it in 4 quarters since.
24 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.