B
AGEM

Birchbrook’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Birchbrook’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-59
Closed -$2.19K – 307
2025
Q3 		$2.19K Hold
59
– – ﹤0.01% 236
2025
Q2 		$1.95K Hold
59
– – ﹤0.01% 241
2025
Q1 		$1.72K Buy
+59
New +$1.75K ﹤0.01% 237

Other funds holding AGEM

SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LIA
LifePlan Investment Advisors Raleigh, North Carolina $254M AUM 17.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Birchbrook's AGEM Position: Q4 2025 in Review

Birchbrook sold out of abrdn Emerging Markets Dividend Active ETF (AGEM) in Q4 2025, closing a stake of 59 shares — an estimated $2.19K sold.

Birchbrook first reported a position in AGEM in Q1 2025 and held it in 3 quarters. The position peaked at $2.19K in Q3 2025. 48 funds tracked by Wall St. Rank hold AGEM as of Q4 2025.

  • Birchbrook reported no remaining abrdn Emerging Markets Dividend Active ETF position as of Q4 2025 after selling out during the quarter.
  • Birchbrook sold 59 abrdn Emerging Markets Dividend Active ETF shares in Q4 2025, an estimated $2.19K.
  • Birchbrook first reported a position in abrdn Emerging Markets Dividend Active ETF in Q1 2025 and held it in 3 quarters.
  • Birchbrook's abrdn Emerging Markets Dividend Active ETF position peaked at $2.19K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q4 2025.

Based on Birchbrook's 13F filing for Q4 2025, filed 4 Feb 2026.