CA
SEIE

Calton & Associates’s SEI Select International Equity ETF SEIE Stock Holding History

Calton & Associates’s Portfolio SEIE Stock Details SEIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,029
Closed -$214K – 491
2025
Q3 		$214K Buy
+7,029
New +$209K 0.03% 388
2025
Q2 		– Sell
-11,428
Closed -$300K – 433
2025
Q1 		$300K Buy
+11,428
New +$293K 0.07% 240

Other funds holding SEIE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SWM
Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return

Calton & Associates's SEIE Position: Q4 2025 in Review

Calton & Associates sold out of SEI Select International Equity ETF (SEIE) in Q4 2025, closing a stake of 7,029 shares — an estimated $214K sold.

Calton & Associates first reported a position in SEIE in Q1 2025 and held it in 2 quarters. The position peaked at $300K in Q1 2025. 40 funds tracked by Wall St. Rank hold SEIE as of Q4 2025.

  • Calton & Associates reported no remaining SEI Select International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Calton & Associates sold 7,029 SEI Select International Equity ETF shares in Q4 2025, an estimated $214K.
  • Calton & Associates first reported a position in SEI Select International Equity ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's SEI Select International Equity ETF position peaked at $300K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held SEI Select International Equity ETF as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.