MSWM
EDGI

Mowery & Schoenfeld Wealth Management’s 3EDGE Dynamic International Equity ETF EDGI Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio EDGI Stock Details EDGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74K Hold
2,393
– – 0.1% 112
2026
Q1 		$67.8K Buy
+2,393
New +$70.9K 0.1% 107
2025
Q4 		– Sell
-1,214
Closed -$33.7K – 503
2025
Q3 		$33.7K Sell
1,214
-3,113
-72% -$83K 0.06% 145
2025
Q2 		$113K Buy
+4,327
New +$107K 0.17% 70

Other funds holding EDGI

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EDGI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its 3EDGE Dynamic International Equity ETF (EDGI) position steady in Q2 2026 at 2,393 shares worth $74K. The position accounts for 0.1% of the portfolio, ranked #112.

Mowery & Schoenfeld Wealth Management first reported a position in EDGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $113K in Q2 2025. 21 funds tracked by Wall St. Rank hold EDGI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 2,393 shares of 3EDGE Dynamic International Equity ETF worth $74K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its 3EDGE Dynamic International Equity ETF share count unchanged in Q2 2026.
  • 3EDGE Dynamic International Equity ETF made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3EDGE Dynamic International Equity ETF position peaked at $113K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.