IAG Wealth Partners’s Matthews International MATW Stock Holding History

IAG Wealth Partners’s Portfolio MATW Stock Details MATW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.12K	Hold	153	–	–	﹤0.01%	432
2026 Q1	$3.95K	Hold	153	–	–	﹤0.01%	436
2025 Q4	$4K	Hold	153	–	–	﹤0.01%	418
2025 Q3	$3.71K	Hold	153	–	–	﹤0.01%	441
2025 Q2	$3.66K	Hold	153	–	–	﹤0.01%	419
2025 Q1	$3.4K	Hold	153	–	–	﹤0.01%	431
2024 Q4	$4.24K	Hold	153	–	–	﹤0.01%	435
2024 Q3	$3.55K	Hold	153	–	–	﹤0.01%	425
2024 Q2	$3.83K	Hold	153	–	–	﹤0.01%	414
2024 Q1	$4.75K	Hold	153	–	–	﹤0.01%	377
2023 Q4	$5.61K	Hold	153	–	–	﹤0.01%	358
2023 Q3	$5.95K	Hold	153	–	–	﹤0.01%	354
2023 Q2	$6.52K	Hold	153	–	–	﹤0.01%	358
2023 Q1	$5.52K	Hold	153	–	–	﹤0.01%	378
2022 Q4	$4.66K	Hold	153	–	–	﹤0.01%	368
2022 Q3	$3K	Hold	153	–	–	﹤0.01%	386
2022 Q2	$4K	Hold	153	–	–	﹤0.01%	351
2022 Q1	$5K	Hold	153	–	–	﹤0.01%	358
2021 Q4	$6K	Hold	153	–	–	﹤0.01%	340
2021 Q3	$6K	Hold	153	–	–	﹤0.01%	315
2021 Q2	$6K	Hold	153	–	–	﹤0.01%	309
2021 Q1	$7K	Hold	153	–	–	﹤0.01%	291
2020 Q4	$5K	Hold	153	–	–	﹤0.01%	296
2020 Q3	$4K	Hold	153	–	–	﹤0.01%	296
2020 Q2	$3K	Hold	153	–	–	﹤0.01%	316
2020 Q1	$4K	Hold	153	–	–	﹤0.01%	286
2019 Q4	$6K	Buy	+153	New	+$5.61K	﹤0.01%	295

Other funds holding MATW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

IAG Wealth Partners's MATW Position: Q2 2026 in Review

IAG Wealth Partners held its Matthews International (MATW) position steady in Q2 2026 at 153 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

IAG Wealth Partners first reported a position in MATW in Q4 2019 and has held it in 27 quarters since. The position peaked at $7K in Q1 2021. 178 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

IAG Wealth Partners held 153 shares of Matthews International worth $4.12K as of Q2 2026.
IAG Wealth Partners left its Matthews International share count unchanged in Q2 2026.
Matthews International made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #432 holding.
IAG Wealth Partners first reported a position in Matthews International in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Matthews International position peaked at $7K in Q1 2021.
178 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.