EP Wealth Advisors’s Matthews Emerging Markets Sustainable Future Active ETF EMSF Stock Holding History

EP Wealth Advisors’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 Q1	$280K	Buy	+9,007	New	+$286K	﹤0.01%	1209

Other funds holding EMSF

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

EP Wealth Advisors's EMSF Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Matthews Emerging Markets Sustainable Future Active ETF (EMSF) in Q1 2026: 9,007 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings.

13 funds tracked by Wall St. Rank hold EMSF as of Q1 2026.

EP Wealth Advisors held 9,007 shares of Matthews Emerging Markets Sustainable Future Active ETF worth $280K as of Q1 2026.
Matthews Emerging Markets Sustainable Future Active ETF was a new EP Wealth Advisors position in Q1 2026.
Matthews Emerging Markets Sustainable Future Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1209 holding.
13 funds tracked by Wall St. Rank held Matthews Emerging Markets Sustainable Future Active ETF as of Q1 2026.

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