Kades & Cheifetz’s Matthews Emerging Markets ex China Active ETF MEMX Stock Holding History

Kades & Cheifetz’s Portfolio MEMX Stock Details MEMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.68M	Buy	58,126 +385	+0.7%	+$11.6K	0.86%	35
2024 Q3	$1.78M	Buy	57,741 +57	+0.1%	+$1.73K	1.02%	28
2024 Q2	$1.75M	Buy	57,684 +472	+0.8%	+$13.8K	1.1%	27
2024 Q1	$1.66M	Buy	57,212 +36,318	+174%	+$1.02M	1.07%	30
2023 Q4	$580K	Buy	+20,894	New	+$543K	0.41%	48

Other funds holding MEMX

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kades & Cheifetz's MEMX Position: Q4 2024 in Review

Kades & Cheifetz increased its Matthews Emerging Markets ex China Active ETF (MEMX) stake by 0.67% in Q4 2024, buying an estimated $11.6K and bringing the position to 58,126 shares worth $1.68M. The position accounts for 0.86% of the portfolio, ranked #35.

Kades & Cheifetz first reported a position in MEMX in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.78M in Q3 2024. 14 funds tracked by Wall St. Rank hold MEMX as of Q4 2024.

Kades & Cheifetz held 58,126 shares of Matthews Emerging Markets ex China Active ETF worth $1.68M as of Q4 2024.
Kades & Cheifetz bought 385 Matthews Emerging Markets ex China Active ETF shares in Q4 2024, an estimated $11.6K.
Matthews Emerging Markets ex China Active ETF made up 0.86% of Kades & Cheifetz's portfolio in Q4 2024, its #35 holding.
Kades & Cheifetz first reported a position in Matthews Emerging Markets ex China Active ETF in Q4 2023 and has held it in 5 quarters since.
Kades & Cheifetz's Matthews Emerging Markets ex China Active ETF position peaked at $1.78M in Q3 2024.
14 funds tracked by Wall St. Rank held Matthews Emerging Markets ex China Active ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.