McCarter Private Wealth Services’s Putnam Emerging Markets ex-China ETF PEMX Stock Holding History

McCarter Private Wealth Services’s Portfolio PEMX Stock Details PEMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+2,389	New	+$200K	0.08%	169
2026 Q1	–	Sell	-6,951	Closed	-$447K	–	175
2025 Q4	$447K	Sell	6,951 -325	-4%	-$21.3K	0.2%	97
2025 Q3	$457K	Buy	7,276 +2,169	+42%	+$132K	0.23%	84
2025 Q2	$303K	Buy	+5,107	New	+$275K	0.17%	96
2025 Q1	–	Sell	-5,096	Closed	-$262K	–	108
2024 Q4	$262K	Buy	5,096 +400	+9%	+$21.8K	0.17%	86
2024 Q3	$259K	Buy	+4,696	New	+$255K	0.16%	88

Other funds holding PEMX

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $121M AUM

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FCA

Fortis Capital Advisors Prairie Village, Kansas $889M AUM 36.31% 1-Year Est. Return

McCarter Private Wealth Services's PEMX Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Putnam Emerging Markets ex-China ETF (PEMX) in Q2 2026: 2,389 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in PEMX as recently as Q4 2025.

McCarter Private Wealth Services first reported a position in PEMX in Q3 2024 and has held it in 6 quarters since. The position peaked at $457K in Q3 2025. 6 funds tracked by Wall St. Rank hold PEMX as of Q2 2026.

McCarter Private Wealth Services held 2,389 shares of Putnam Emerging Markets ex-China ETF worth $219K as of Q2 2026.
Putnam Emerging Markets ex-China ETF was a new McCarter Private Wealth Services position in Q2 2026.
Putnam Emerging Markets ex-China ETF made up 0.08% of McCarter Private Wealth Services's portfolio in Q2 2026, its #169 holding.
McCarter Private Wealth Services first reported a position in Putnam Emerging Markets ex-China ETF in Q3 2024 and has held it in 6 quarters since.
McCarter Private Wealth Services's Putnam Emerging Markets ex-China ETF position peaked at $457K in Q3 2025.
6 funds tracked by Wall St. Rank held Putnam Emerging Markets ex-China ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.