TWP
GMOI

Tempus Wealth Planning’s GMO International Value ETF GMOI Stock Holding History

Tempus Wealth Planning’s Portfolio GMOI Stock Details GMOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Sell
18,220
-60,510
-77% -$2.28M 0.13% 159
2026
Q1 		$2.85M Buy
+78,730
New +$2.83M 0.66% 33

Other funds holding GMOI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Tempus Wealth Planning's GMOI Position: Q2 2026 in Review

Tempus Wealth Planning reduced its GMO International Value ETF (GMOI) stake by 77% in Q2 2026, selling an estimated $2.28M and leaving 18,220 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #159.

Tempus Wealth Planning first reported a position in GMOI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.85M in Q1 2026. 54 funds tracked by Wall St. Rank hold GMOI as of Q2 2026.

  • Tempus Wealth Planning held 18,220 shares of GMO International Value ETF worth $683K as of Q2 2026.
  • Tempus Wealth Planning sold 60,510 GMO International Value ETF shares in Q2 2026, an estimated $2.28M.
  • GMO International Value ETF made up 0.13% of Tempus Wealth Planning's portfolio in Q2 2026, its #159 holding.
  • Tempus Wealth Planning first reported a position in GMO International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Tempus Wealth Planning's GMO International Value ETF position peaked at $2.85M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held GMO International Value ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.