EverSource Wealth Advisors’s OneAscent Emerging Markets ETF OAEM Stock Holding History

EverSource Wealth Advisors’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	$296K	Buy	5,932 +2,377	+67%	+$112K	0.01%	806
2026 Q1	$143K	Buy	3,555 +1,347	+61%	+$55.4K	﹤0.01%	1233
2025 Q4	$80.9K	Buy	2,208 +525	+31%	+$18.4K	﹤0.01%	1429
2025 Q3	$57.9K	Buy	1,683 +861	+105%	+$28.5K	﹤0.01%	1598
2025 Q2	$26.6K	Buy	822 +125	+18%	+$3.78K	﹤0.01%	2073
2025 Q1	$20K	Buy	697 +264	+61%	+$7.87K	﹤0.01%	1689
2024 Q4	$12.6K	Buy	+433	New	+$13.1K	﹤0.01%	1878
2023 Q2	–	Sell	-1,140	Closed	-$32.5K	–	2568
2023 Q1	$32.5K	Buy	+1,140	New	+$31.3K	﹤0.01%	939

Other funds holding OAEM

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

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 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

EverSource Wealth Advisors's OAEM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OneAscent Emerging Markets ETF (OAEM) stake by 67% in Q2 2026, buying an estimated $112K and bringing the position to 5,932 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #806.

EverSource Wealth Advisors first reported a position in OAEM in Q1 2023 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

EverSource Wealth Advisors held 5,932 shares of OneAscent Emerging Markets ETF worth $296K as of Q2 2026.
EverSource Wealth Advisors bought 2,377 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $112K.
OneAscent Emerging Markets ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #806 holding.
EverSource Wealth Advisors first reported a position in OneAscent Emerging Markets ETF in Q1 2023 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.