IA
MEM icon

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

IFC 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 		$1.82M Buy
48,962
+28,660
+141% +$1.11M 0.26% 57
2025
Q4 		$727K Buy
20,302
+13,740
+209% +$501K 0.11% 95
2025
Q3 		$238K Buy
+6,562
New +$222K 0.04% 160

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
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
Osaic Holdings
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
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
LPL Financial
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

IFC Advisors's MEM Position: Q1 2026 in Review

IFC Advisors increased its Matthews Emerging Markets Equity Active ETF (MEM) stake by 141% in Q1 2026, buying an estimated $1.11M and bringing the position to 48,962 shares worth $1.82M. The position accounts for 0.26% of the portfolio, ranked #57.

IFC Advisors first reported a position in MEM in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold MEM as of Q1 2026.

  • IFC Advisors held 48,962 shares of Matthews Emerging Markets Equity Active ETF worth $1.82M as of Q1 2026.
  • IFC Advisors bought 28,660 Matthews Emerging Markets Equity Active ETF shares in Q1 2026, an estimated $1.11M.
  • Matthews Emerging Markets Equity Active ETF made up 0.26% of IFC Advisors's portfolio in Q1 2026, its #57 holding.
  • IFC Advisors first reported a position in Matthews Emerging Markets Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.