Potentia Wealth’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

Potentia Wealth’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 Q3	$240K	Buy	+5,521	New	+$241K	0.09%	59

Other funds holding MEM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $102M AUM 10.36% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 31.75% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Potentia Wealth's MEM Position: Q3 2026 in Review

Potentia Wealth opened a new position in Matthews Emerging Markets Equity Active ETF (MEM) in Q3 2026: 5,521 shares worth $240K. The stake represents 0.09% of the portfolio and ranks #59 among its holdings.

13 funds tracked by Wall St. Rank hold MEM as of Q3 2026.

Potentia Wealth held 5,521 shares of Matthews Emerging Markets Equity Active ETF worth $240K as of Q3 2026.
Matthews Emerging Markets Equity Active ETF was a new Potentia Wealth position in Q3 2026.
Matthews Emerging Markets Equity Active ETF made up 0.09% of Potentia Wealth's portfolio in Q3 2026, its #59 holding.
13 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q3 2026.

Based on Potentia Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.