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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IAG Wealth Partners's MATW Position: Q1 2026 in Review

IAG Wealth Partners held its Matthews International (MATW) position steady in Q1 2026 at 153 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

IAG Wealth Partners first reported a position in MATW in Q4 2019 and has held it in 26 quarters since. The position peaked at $7K in Q1 2021. 169 funds tracked by Wall St. Rank hold MATW as of Q1 2026.

IAG Wealth Partners held 153 shares of Matthews International worth $3.95K as of Q1 2026.
IAG Wealth Partners left its Matthews International share count unchanged in Q1 2026.
Matthews International made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #436 holding.
IAG Wealth Partners first reported a position in Matthews International in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Matthews International position peaked at $7K in Q1 2021.
169 funds tracked by Wall St. Rank held Matthews International as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.