WealthPLAN Partners’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

WealthPLAN Partners’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
2024 Q1	–	Sell	-7,200	Closed	-$204K	–	333
2023 Q4	$204K	Buy	+7,200	New	+$191K	0.02%	305
2023 Q3	–	Sell	-7,200	Closed	-$201K	–	796
2023 Q2	$201K	Hold	7,200	–	–	0.03%	288
2023 Q1	$195K	Hold	7,200	–	–	0.02%	307
2022 Q4	$203K	Buy	+7,200	New	+$185K	0.01%	374

Other funds holding MEM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

WealthPLAN Partners's MEM Position: Q1 2024 in Review

WealthPLAN Partners sold out of Matthews Emerging Markets Equity Active ETF (MEM) in Q1 2024, closing a stake of 7,200 shares — an estimated $204K sold.

WealthPLAN Partners first reported a position in MEM in Q4 2022 and held it in 4 quarters. The position peaked at $204K in Q4 2023. 18 funds tracked by Wall St. Rank hold MEM as of Q1 2024.

WealthPLAN Partners reported no remaining Matthews Emerging Markets Equity Active ETF position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 7,200 Matthews Emerging Markets Equity Active ETF shares in Q1 2024, an estimated $204K.
WealthPLAN Partners first reported a position in Matthews Emerging Markets Equity Active ETF in Q4 2022 and held it in 4 quarters.
WealthPLAN Partners's Matthews Emerging Markets Equity Active ETF position peaked at $204K in Q4 2023.
18 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.