LPL Financial
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LPL Financial’s Matthews Emerging Markets ex China Active ETF MEMX Stock Holding History

LPL Financial’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
2026
Q1 		$1.2M Buy
30,063
+19,444
+183% +$799K ﹤0.01% 4023
2025
Q4 		$397K Buy
+10,619
New +$387K ﹤0.01% 4926

Other funds holding MEMX

QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial's MEMX Position: Q1 2026 in Review

LPL Financial increased its Matthews Emerging Markets ex China Active ETF (MEMX) stake by 183% in Q1 2026, buying an estimated $799K and bringing the position to 30,063 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

LPL Financial first reported a position in MEMX in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold MEMX as of Q1 2026.

  • LPL Financial held 30,063 shares of Matthews Emerging Markets ex China Active ETF worth $1.2M as of Q1 2026.
  • LPL Financial bought 19,444 Matthews Emerging Markets ex China Active ETF shares in Q1 2026, an estimated $799K.
  • Matthews Emerging Markets ex China Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4023 holding.
  • LPL Financial first reported a position in Matthews Emerging Markets ex China Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Matthews Emerging Markets ex China Active ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.