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Welch Financial Planning’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

Welch Financial Planning’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
Q2 		– Sell
-7,200
Closed -$267K – 73
2026
Q1 		$267K Hold
7,200
– – 0.19% 59
2025
Q4 		$258K Buy
+7,200
New +$263K 0.19% 53

Other funds holding MEM

JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $220M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Welch Financial Planning's MEM Position: Q2 2026 in Review

Welch Financial Planning sold out of Matthews Emerging Markets Equity Active ETF (MEM) in Q2 2026, closing a stake of 7,200 shares — an estimated $267K sold.

Welch Financial Planning first reported a position in MEM in Q4 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2026. 10 funds tracked by Wall St. Rank hold MEM as of Q2 2026.

  • Welch Financial Planning reported no remaining Matthews Emerging Markets Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Welch Financial Planning sold 7,200 Matthews Emerging Markets Equity Active ETF shares in Q2 2026, an estimated $267K.
  • Welch Financial Planning first reported a position in Matthews Emerging Markets Equity Active ETF in Q4 2025 and held it in 2 quarters.
  • Welch Financial Planning's Matthews Emerging Markets Equity Active ETF position peaked at $267K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.