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
Q2 		$42.5M Buy
1,059,125
+96,558
+10% +$3.66M 3.51% 6
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 – 642
2025
Q2 		$1.61M Buy
+58,405
New +$1.49M 0.4% 62

Other funds holding SEEM

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SEEM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its SEI Select Emerging Markets Equity ETF (SEEM) stake by 10% in Q2 2026, buying an estimated $3.66M and bringing the position to 1,059,125 shares worth $42.5M. The position accounts for 3.51% of the portfolio, ranked #6.

Summit Wealth Group (Colorado) first reported a position in SEEM in Q2 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold SEEM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,059,125 shares of SEI Select Emerging Markets Equity ETF worth $42.5M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 96,558 SEI Select Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.66M.
  • SEI Select Emerging Markets Equity ETF made up 3.51% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #6 holding.
  • Summit Wealth Group (Colorado) first reported a position in SEI Select Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held SEI Select Emerging Markets Equity ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.