SWGC
SEEM

Summit Wealth Group (Colorado)’s SEI Select Emerging Markets Equity ETF SEEM Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SEEM Stock Details SEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.5M Buy
962,567
+170,023
+21% +$5.76M 3.32% 6
2025
Q4 		$24.7M Buy
+792,544
New +$24.4M 3.27% 7
2025
Q3 		– Sell
-58,405
Closed -$1.61M – 468
2025
Q2 		$1.61M Buy
+58,405
New +$1.49M 0.4% 62

Other funds holding SEEM

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return