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
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 $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $129M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EDGI Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in 3EDGE Dynamic International Equity ETF (EDGI) in Q1 2026: 2,393 shares worth $67.8K. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in EDGI as recently as Q3 2025.

Mowery & Schoenfeld Wealth Management first reported a position in EDGI in Q2 2025 and has held it in 3 quarters since. The position peaked at $113K in Q2 2025. 20 funds tracked by Wall St. Rank hold EDGI as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 2,393 shares of 3EDGE Dynamic International Equity ETF worth $67.8K as of Q1 2026.
  • 3EDGE Dynamic International Equity ETF was a new Mowery & Schoenfeld Wealth Management position in Q1 2026.
  • 3EDGE Dynamic International Equity ETF made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in 3EDGE Dynamic International Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Mowery & Schoenfeld Wealth Management's 3EDGE Dynamic International Equity ETF position peaked at $113K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.