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 Q3	–	Sell	-2,389	Closed	-$219K	–	195
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

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

McCarter Private Wealth Services's PEMX Position: Q3 2026 in Review

McCarter Private Wealth Services sold out of Putnam Emerging Markets ex-China ETF (PEMX) in Q3 2026, closing a stake of 2,389 shares — an estimated $219K sold.

McCarter Private Wealth Services first reported a position in PEMX in Q3 2024 and held it in 6 quarters. The position peaked at $457K in Q3 2025. 1 fund tracked by Wall St. Rank holds PEMX as of Q3 2026.

McCarter Private Wealth Services reported no remaining Putnam Emerging Markets ex-China ETF position as of Q3 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 2,389 Putnam Emerging Markets ex-China ETF shares in Q3 2026, an estimated $219K.
McCarter Private Wealth Services first reported a position in Putnam Emerging Markets ex-China ETF in Q3 2024 and held it in 6 quarters.
McCarter Private Wealth Services's Putnam Emerging Markets ex-China ETF position peaked at $457K in Q3 2025.
1 fund tracked by Wall St. Rank held Putnam Emerging Markets ex-China ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.