McCarley & Cook Financial Planners’s GMO US Value ETF GMOV Stock Holding History

McCarley & Cook Financial Planners’s Portfolio GMOV Stock Details GMOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$391K	Buy	12,406 +9	+0.1%	+$287	0.3%	33
2026 Q2	$369K	Buy	12,397 +13	+0.1%	+$385	0.29%	34
2026 Q1	$348K	Hold	12,384	–	–	0.3%	35
2025 Q4	$340K	Buy	+12,384	New	+$331K	0.31%	34

Other funds holding GMOV

Commerce Advisors Memphis, Tennessee $212M AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aspen Investment Management Grand Rapids, Michigan $370M AUM 24.78% 1-Year Est. Return

McCarley & Cook Financial Planners's GMOV Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its GMO US Value ETF (GMOV) stake by 0.07% in Q3 2026, buying an estimated $287 and bringing the position to 12,406 shares worth $391K. The position accounts for 0.3% of the portfolio, ranked #33.

McCarley & Cook Financial Planners first reported a position in GMOV in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold GMOV as of Q3 2026.

McCarley & Cook Financial Planners held 12,406 shares of GMO US Value ETF worth $391K as of Q3 2026.
McCarley & Cook Financial Planners bought 9 GMO US Value ETF shares in Q3 2026, an estimated $287.
GMO US Value ETF made up 0.3% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #33 holding.
McCarley & Cook Financial Planners first reported a position in GMO US Value ETF in Q4 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held GMO US Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.