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GeoWealth Management’s First Trust Bloomberg Emerging Market Democracies ETF EMDM Stock Holding History

GeoWealth Management’s Portfolio EMDM Stock Details EMDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Buy
45,007
+16,791
+60% +$686K 0.06% 178
2026
Q1 		$989K Buy
28,216
+698
+3% +$24.9K 0.04% 289
2025
Q4 		$862K Buy
+27,518
New +$828K 0.03% 312

Other funds holding EMDM

NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
NACL
NI ACQUISITIONS COMPANY, LLC Lemoyne, Pennsylvania $234M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

GeoWealth Management's EMDM Position: Q2 2026 in Review

GeoWealth Management increased its First Trust Bloomberg Emerging Market Democracies ETF (EMDM) stake by 60% in Q2 2026, buying an estimated $686K and bringing the position to 45,007 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #178.

GeoWealth Management first reported a position in EMDM in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold EMDM as of Q2 2026.

  • GeoWealth Management held 45,007 shares of First Trust Bloomberg Emerging Market Democracies ETF worth $1.94M as of Q2 2026.
  • GeoWealth Management bought 16,791 First Trust Bloomberg Emerging Market Democracies ETF shares in Q2 2026, an estimated $686K.
  • First Trust Bloomberg Emerging Market Democracies ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #178 holding.
  • GeoWealth Management first reported a position in First Trust Bloomberg Emerging Market Democracies ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held First Trust Bloomberg Emerging Market Democracies ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.