Evermay Wealth Management’s Matthews Emerging Markets Discovery Active ETF MEMS Stock Holding History

Evermay Wealth Management’s Portfolio MEMS Stock Details MEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,985	Closed	-$53.1K	–	599
2024 Q3	$53.1K	Hold	1,985	–	–	0.01%	334
2024 Q2	$50.5K	Buy	+1,985	New	+$50.9K	0.01%	344

Other funds holding MEMS

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evermay Wealth Management's MEMS Position: Q4 2024 in Review

Evermay Wealth Management sold out of Matthews Emerging Markets Discovery Active ETF (MEMS) in Q4 2024, closing a stake of 1,985 shares — an estimated $53.1K sold.

Evermay Wealth Management first reported a position in MEMS in Q2 2024 and held it in 2 quarters. The position peaked at $53.1K in Q3 2024. 6 funds tracked by Wall St. Rank hold MEMS as of Q4 2024.

Evermay Wealth Management reported no remaining Matthews Emerging Markets Discovery Active ETF position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 1,985 Matthews Emerging Markets Discovery Active ETF shares in Q4 2024, an estimated $53.1K.
Evermay Wealth Management first reported a position in Matthews Emerging Markets Discovery Active ETF in Q2 2024 and held it in 2 quarters.
Evermay Wealth Management's Matthews Emerging Markets Discovery Active ETF position peaked at $53.1K in Q3 2024.
6 funds tracked by Wall St. Rank held Matthews Emerging Markets Discovery Active ETF as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.