Falcon Wealth Planning’s Matthews Pacific Tiger Active ETF ASIA Stock Holding History

Falcon Wealth Planning’s Portfolio ASIA Stock Details ASIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,148	Closed	-$447K	–	177
2025 Q1	$447K	Sell	17,148 -239	-1%	-$6.33K	0.05%	110
2024 Q4	$455K	Buy	17,387 +7,331	+73%	+$203K	0.05%	105
2024 Q3	$284K	Buy	+10,056	New	+$266K	0.03%	127

Other funds holding ASIA

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

PFA

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

CFA

Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

OMC

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPF

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

Falcon Wealth Planning's ASIA Position: Q2 2025 in Review

Falcon Wealth Planning sold out of Matthews Pacific Tiger Active ETF (ASIA) in Q2 2025, closing a stake of 17,148 shares — an estimated $447K sold.

Falcon Wealth Planning first reported a position in ASIA in Q3 2024 and held it in 3 quarters. The position peaked at $455K in Q4 2024. 9 funds tracked by Wall St. Rank hold ASIA as of Q2 2025.

Falcon Wealth Planning reported no remaining Matthews Pacific Tiger Active ETF position as of Q2 2025 after selling out during the quarter.
Falcon Wealth Planning sold 17,148 Matthews Pacific Tiger Active ETF shares in Q2 2025, an estimated $447K.
Falcon Wealth Planning first reported a position in Matthews Pacific Tiger Active ETF in Q3 2024 and held it in 3 quarters.
Falcon Wealth Planning's Matthews Pacific Tiger Active ETF position peaked at $455K in Q4 2024.
9 funds tracked by Wall St. Rank held Matthews Pacific Tiger Active ETF as of Q2 2025.

Based on Falcon Wealth Planning's 13F filing for Q2 2025, filed 16 Jul 2025.