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 Q2	$381K	Sell	8,963 -44	-0.5%	-$1.69K	﹤0.01%	1162
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 $10.4B AUM 21.69% 1-Year Est. Return

BWP

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

OMC

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EP Wealth Advisors's EMSF Position: Q2 2026 in Review

EP Wealth Advisors reduced its Matthews Emerging Markets Sustainable Future Active ETF (EMSF) stake by 0.49% in Q2 2026, selling an estimated $1.69K and leaving 8,963 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

EP Wealth Advisors first reported a position in EMSF in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold EMSF as of Q2 2026.

EP Wealth Advisors held 8,963 shares of Matthews Emerging Markets Sustainable Future Active ETF worth $381K as of Q2 2026.
EP Wealth Advisors sold 44 Matthews Emerging Markets Sustainable Future Active ETF shares in Q2 2026, an estimated $1.69K.
Matthews Emerging Markets Sustainable Future Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1162 holding.
EP Wealth Advisors first reported a position in Matthews Emerging Markets Sustainable Future Active ETF in Q1 2026 and has held it in 2 quarters since.
16 funds tracked by Wall St. Rank held Matthews Emerging Markets Sustainable Future Active ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.