MWM
GMOI

Maltin Wealth Management’s GMO International Value ETF GMOI Stock Holding History

Maltin Wealth Management’s Portfolio GMOI Stock Details GMOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
272,404
+10,607
+4% +$399K 3.41% 4
2026
Q1 		$9.48M Buy
261,797
+101,887
+64% +$3.66M 3.63% 4
2025
Q4 		$5.37M Buy
159,910
+13,839
+9% +$445K 2.14% 11
2025
Q3 		$4.54M Buy
146,071
+19,761
+16% +$603K 1.88% 15
2025
Q2 		$3.69M Buy
+126,310
New +$3.48M 1.66% 21

Other funds holding GMOI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Maltin Wealth Management's GMOI Position: Q2 2026 in Review

Maltin Wealth Management increased its GMO International Value ETF (GMOI) stake by 4.1% in Q2 2026, buying an estimated $399K and bringing the position to 272,404 shares worth $10.2M. The position accounts for 3.41% of the portfolio, ranked #4.

Maltin Wealth Management first reported a position in GMOI in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold GMOI as of Q2 2026.

  • Maltin Wealth Management held 272,404 shares of GMO International Value ETF worth $10.2M as of Q2 2026.
  • Maltin Wealth Management bought 10,607 GMO International Value ETF shares in Q2 2026, an estimated $399K.
  • GMO International Value ETF made up 3.41% of Maltin Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Maltin Wealth Management first reported a position in GMO International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held GMO International Value ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.