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AGEM

Root Financial Partners’s abrdn Emerging Markets Dividend Active ETF AGEM Stock Holding History

Root Financial Partners’s Portfolio AGEM Stock Details AGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$24 – 3560
2025
Q4 		$24 Buy
+1
New +$38 ﹤0.01% 2413

Other funds holding AGEM

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's AGEM Position: Q1 2026 in Review

Root Financial Partners sold out of abrdn Emerging Markets Dividend Active ETF (AGEM) in Q1 2026, closing a stake of 1 share — an estimated $24 sold.

Root Financial Partners first reported a position in AGEM in Q4 2025 and held it in 1 quarter. The position peaked at $24 in Q4 2025. 44 funds tracked by Wall St. Rank hold AGEM as of Q1 2026.

  • Root Financial Partners reported no remaining abrdn Emerging Markets Dividend Active ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 abrdn Emerging Markets Dividend Active ETF share in Q1 2026, an estimated $24.
  • Root Financial Partners first reported a position in abrdn Emerging Markets Dividend Active ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's abrdn Emerging Markets Dividend Active ETF position peaked at $24 in Q4 2025.
  • 44 funds tracked by Wall St. Rank held abrdn Emerging Markets Dividend Active ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.