Envestnet Portfolio Solutions
OAEM icon

Envestnet Portfolio Solutions’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio OAEM Stock Details OAEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
6,591
+23
+0.4% +$1.08K ﹤0.01% 1141
2026
Q1 		$265K Sell
6,568
-7,630
-54% -$314K ﹤0.01% 1164
2025
Q4 		$520K Buy
14,198
+2,664
+23% +$93.2K ﹤0.01% 1045
2025
Q3 		$397K Sell
11,534
-3,109
-21% -$103K ﹤0.01% 1121
2025
Q2 		$474K Sell
14,643
-1,966
-12% -$59.4K ﹤0.01% 1111
2025
Q1 		$477K Buy
16,609
+1,174
+8% +$35K ﹤0.01% 1068
2024
Q4 		$450K Buy
15,435
+633
+4% +$19.2K ﹤0.01% 1294
2024
Q3 		$453K Sell
14,802
-5,560
-27% -$167K ﹤0.01% 1253
2024
Q2 		$619K Sell
20,362
-238
-1% -$7.03K ﹤0.01% 1047
2024
Q1 		$617K Buy
20,600
+6,740
+49% +$194K ﹤0.01% 1028
2023
Q4 		$406K Buy
13,860
+3,292
+31% +$90.8K ﹤0.01% 1137
2023
Q3 		$283K Buy
+10,568
New +$298K ﹤0.01% 1256

Other funds holding OAEM

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Envestnet Portfolio Solutions increased its OneAscent Emerging Markets ETF (OAEM) stake by 0.35% in Q2 2026, buying an estimated $1.08K and bringing the position to 6,591 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Envestnet Portfolio Solutions first reported a position in OAEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $619K in Q2 2024. 11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,591 shares of OneAscent Emerging Markets ETF worth $329K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 23 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $1.08K.
  • OneAscent Emerging Markets ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1141 holding.
  • Envestnet Portfolio Solutions first reported a position in OneAscent Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's OneAscent Emerging Markets ETF position peaked at $619K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

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