Envestnet Portfolio Solutions
FGSM

Envestnet Portfolio Solutions’s Frontier Asset Global Small Cap Equity ETF FGSM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio FGSM Stock Details FGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Sell
9,658
-1,098
-10% -$37.1K ﹤0.01% 1128
2026
Q1 		$335K Buy
10,756
+25
+0.2% +$798 ﹤0.01% 1065
2025
Q4 		$323K Buy
+10,731
New +$318K ﹤0.01% 1242

Other funds holding FGSM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Portfolio Solutions's FGSM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Frontier Asset Global Small Cap Equity ETF (FGSM) stake by 10% in Q2 2026, selling an estimated $37.1K and leaving 9,658 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Envestnet Portfolio Solutions first reported a position in FGSM in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold FGSM as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,658 shares of Frontier Asset Global Small Cap Equity ETF worth $337K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,098 Frontier Asset Global Small Cap Equity ETF shares in Q2 2026, an estimated $37.1K.
  • Frontier Asset Global Small Cap Equity ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1128 holding.
  • Envestnet Portfolio Solutions first reported a position in Frontier Asset Global Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Frontier Asset Global Small Cap Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.