Cahill Financial Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Cahill Financial Advisors’s Portfolio SEIV Stock Details SEIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Sell	36,937 -2,799	-7%	-$128K	0.17%	97
2026 Q1	$1.65M	Sell	39,736 -11,866	-23%	-$501K	0.18%	90
2025 Q4	$2.14M	Sell	51,602 -9,149	-15%	-$366K	0.23%	74
2025 Q3	$2.36M	Buy	60,751 +8,625	+17%	+$321K	0.27%	65
2025 Q2	$1.86M	Sell	52,126 -6,688	-11%	-$221K	0.23%	78
2025 Q1	$1.91M	Sell	58,814 -8,412	-13%	-$282K	0.26%	69
2024 Q4	$2.23M	Sell	67,226 -10,405	-13%	-$351K	0.3%	61
2024 Q3	$2.56M	Sell	77,631 -281	-0.4%	-$8.89K	0.35%	51
2024 Q2	$2.43M	Sell	77,912 -403	-0.5%	-$12.3K	0.33%	57
2024 Q1	$2.43M	Buy	+78,315	New	+$2.28M	0.33%	59

Other funds holding SEIV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Cahill Financial Advisors's SEIV Position: Q2 2026 in Review

Cahill Financial Advisors reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 7% in Q2 2026, selling an estimated $128K and leaving 36,937 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #97.

Cahill Financial Advisors first reported a position in SEIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.56M in Q3 2024. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

Cahill Financial Advisors held 36,937 shares of SEI QiM U.S. Large Cap Value Active ETF worth $1.77M as of Q2 2026.
Cahill Financial Advisors sold 2,799 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $128K.
SEI QiM U.S. Large Cap Value Active ETF made up 0.17% of Cahill Financial Advisors's portfolio in Q2 2026, its #97 holding.
Cahill Financial Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and has held it in 10 quarters since.
Cahill Financial Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $2.56M in Q3 2024.
76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.