EverSource Wealth Advisors’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

EverSource Wealth Advisors’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	$3.75K	Hold	101	–	–	﹤0.01%	3395
2025 Q4	$3.62K	Hold	101	–	–	﹤0.01%	3250
2025 Q3	$3.66K	Hold	101	–	–	﹤0.01%	3287
2025 Q2	$3.28K	Hold	101	–	–	﹤0.01%	3319
2025 Q1	$2.96K	Hold	101	–	–	﹤0.01%	2737
2024 Q4	$2.92K	Hold	101	–	–	﹤0.01%	2569
2024 Q3	$3.33K	Hold	101	–	–	﹤0.01%	2376
2024 Q2	$3.06K	Hold	101	–	–	﹤0.01%	2403
2024 Q1	$2.95K	Buy	+101	New	+$2.85K	﹤0.01%	2257

Other funds holding MEM

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

EverSource Wealth Advisors's MEM Position: Q1 2026 in Review

EverSource Wealth Advisors held its Matthews Emerging Markets Equity Active ETF (MEM) position steady in Q1 2026 at 101 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

EverSource Wealth Advisors first reported a position in MEM in Q1 2024 and has held it in 9 quarters since. 24 funds tracked by Wall St. Rank hold MEM as of Q1 2026.

EverSource Wealth Advisors held 101 shares of Matthews Emerging Markets Equity Active ETF worth $3.75K as of Q1 2026.
EverSource Wealth Advisors left its Matthews Emerging Markets Equity Active ETF share count unchanged in Q1 2026.
Matthews Emerging Markets Equity Active ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3395 holding.
EverSource Wealth Advisors first reported a position in Matthews Emerging Markets Equity Active ETF in Q1 2024 and has held it in 9 quarters since.
24 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q1 2026.

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