EMSF — MATTHEWS INTL FDS

Ownership history in BSW Wealth Partners  ·  3 quarters on record

This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in MATTHEWS INTL FDS (EMSF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q4)
Avg. % of fund
0.11%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 52,158 +29,481 +130.0% 0.18% $1.5M $28.36
2025 Q3 ADDED 22,677 +4,723 +26.3% 0.08% $663K $27.23
2025 Q2 INITIATED 17,954 — — 0.07% $496K $25.72
% of Fund (quarterly)    EMSF price (monthly, adj. close)

Other funds also holding EMSF

As of 2025 Q4 — sorted by position size

First Pacific Financial 3Y 1.78% Sankala Group LLC 0.13% RWA WEALTH PARTNERS, LLC 3Y 7Y 0.03% PFG Investments, LLC 0.02% Addison Advisors LLC 3Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%
← Back to BSW Wealth Partners Holdings