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 Q2	$3.48K	Sell	77 -24	-24%	-$1.03K	﹤0.01%	3465
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

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

OMC

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

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return

EverSource Wealth Advisors's MEM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Matthews Emerging Markets Equity Active ETF (MEM) stake by 24% in Q2 2026, selling an estimated $1.03K and leaving 77 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3465.

EverSource Wealth Advisors first reported a position in MEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.75K in Q1 2026. 25 funds tracked by Wall St. Rank hold MEM as of Q2 2026.

EverSource Wealth Advisors held 77 shares of Matthews Emerging Markets Equity Active ETF worth $3.48K as of Q2 2026.
EverSource Wealth Advisors sold 24 Matthews Emerging Markets Equity Active ETF shares in Q2 2026, an estimated $1.03K.
Matthews Emerging Markets Equity Active ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3465 holding.
EverSource Wealth Advisors first reported a position in Matthews Emerging Markets Equity Active ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Matthews Emerging Markets Equity Active ETF position peaked at $3.75K in Q1 2026.
25 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.