AssetMark Inc
EMDM icon

AssetMark Inc’s First Trust Bloomberg Emerging Market Democracies ETF EMDM Stock Holding History

AssetMark Inc’s Portfolio EMDM Stock Details EMDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Hold
328
– – ﹤0.01% 2320
2026
Q1 		$11.5K Hold
328
– – ﹤0.01% 2264
2025
Q4 		$10.3K Buy
328
+148
+82% +$4.45K ﹤0.01% 2207
2025
Q3 		$5.09K Buy
+180
New +$4.71K ﹤0.01% 2333
2024
Q3 		– Sell
-159
Closed -$3.68K – 2285
2024
Q2 		$3.68K Buy
+159
New +$3.63K ﹤0.01% 1642

Other funds holding EMDM

CFM
Compass Financial Management Tampa, Florida $829M AUM
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
NAC
NI Acquisitions Company Lemoyne, Pennsylvania $234M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

AssetMark Inc's EMDM Position: Q2 2026 in Review

AssetMark Inc held its First Trust Bloomberg Emerging Market Democracies ETF (EMDM) position steady in Q2 2026 at 328 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

AssetMark Inc first reported a position in EMDM in Q2 2024 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold EMDM as of Q2 2026.

  • AssetMark Inc held 328 shares of First Trust Bloomberg Emerging Market Democracies ETF worth $14.2K as of Q2 2026.
  • AssetMark Inc left its First Trust Bloomberg Emerging Market Democracies ETF share count unchanged in Q2 2026.
  • First Trust Bloomberg Emerging Market Democracies ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2320 holding.
  • AssetMark Inc first reported a position in First Trust Bloomberg Emerging Market Democracies ETF in Q2 2024 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held First Trust Bloomberg Emerging Market Democracies ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.