First Heartland Consultants’s OneAscent Emerging Markets ETF OAEM Stock Holding History

First Heartland Consultants’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	$2.09M	Buy	41,978 +4,017	+11%	+$189K	0.14%	132
2026 Q1	$1.53M	Sell	37,961 -830	-2%	-$34.1K	0.12%	152
2025 Q4	$1.42M	Buy	38,791 +17,682	+84%	+$618K	0.11%	146
2025 Q3	$727K	Buy	21,109 +458	+2%	+$15.2K	0.06%	214
2025 Q2	$668K	Buy	20,651 +1,951	+10%	+$58.9K	0.06%	220
2025 Q1	$537K	Buy	18,700 +530	+3%	+$15.8K	0.06%	226
2024 Q4	$530K	Buy	+18,170	New	+$550K	0.05%	229

Other funds holding OAEM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

First Heartland Consultants's OAEM Position: Q2 2026 in Review

First Heartland Consultants increased its OneAscent Emerging Markets ETF (OAEM) stake by 11% in Q2 2026, buying an estimated $189K and bringing the position to 41,978 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #132.

First Heartland Consultants first reported a position in OAEM in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

First Heartland Consultants held 41,978 shares of OneAscent Emerging Markets ETF worth $2.09M as of Q2 2026.
First Heartland Consultants bought 4,017 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $189K.
OneAscent Emerging Markets ETF made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #132 holding.
First Heartland Consultants first reported a position in OneAscent Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.