EMSF β€” MATTHEWS INTL FDS

Ownership history in BSW Wealth Partners  Β·  3 quarters on record

AI Ownership Summary

BSW Wealth Partners reported MATTHEWS INTL FDS (EMSF) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q4. The latest visible filing shows EMSF at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BSW Wealth Partners's position in MATTHEWS INTL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMSF was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BSW Wealth Partners held EMSF β€” position size vs. price
% of Fund (quarterly)    EMSF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 52,158 +29,481 +130.0% 0.18% $1.5M 2026-02-14 (Est.) $33.20
2025 Q3 ADDED 22,677 +4,723 +26.3% 0.08% $663K 2025-10-15 $27.64
2025 Q2 INITIATED 17,954 β€” β€” 0.07% $496K 2025-07-18 $25.94

FAQ About BSW Wealth Partners and EMSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BSW Wealth Partners reported owning EMSF?

BSW Wealth Partners reported EMSF across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported EMSF position in BSW Wealth Partners's portfolio?

The largest reported portfolio weight for EMSF was 0.18% in 2025 Q4.

What is the latest reported EMSF position on this page?

The most recent filing on this page is 2025 Q4, when BSW Wealth Partners reported 52,158 shares, equal to 0.18% of portfolio, with an estimated market value of $1.5M.

What does the chart on this EMSF ownership page compare?

The chart compares BSW Wealth Partners's quarterly EMSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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