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Apella Capital’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Apella Capital’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12M Sell
238,766
-7,581
-3% -$376K 0.17% 101
2026
Q1 		$11.9M Sell
246,347
-14,556
-6% -$651K 0.18% 97
2025
Q4 		$10.9M Sell
260,903
-30,576
-10% -$1.27M 0.21% 89
2025
Q3 		$12.1M Sell
291,479
-46,808
-14% -$1.81M 0.27% 80
2025
Q2 		$12.5M Sell
338,287
-63,205
-16% -$2.17M 0.34% 61
2025
Q1 		$12.6M Sell
401,492
-128,729
-24% -$4.24M 0.43% 50
2024
Q4 		$16.9M Sell
530,221
-98,195
-16% -$3.33M 0.65% 36
2024
Q3 		$22.5M Buy
628,416
+20,820
+3% +$688K 0.92% 26
2024
Q2 		$20.4M Buy
607,596
+20,776
+4% +$666K 0.91% 28
2024
Q1 		$18.7M Buy
586,820
+9,602
+2% +$292K 0.94% 27
2023
Q4 		$17.4M Sell
577,218
-10,243
-2% -$299K 0.97% 28
2023
Q3 		$16.8M Buy
587,461
+39,968
+7% +$1.19M 1.19% 24
2023
Q2 		$16.4M Buy
+547,493
New +$16.3M 1.17% 23
2022
Q4 		$10.8M Buy
383,005
+133,117
+53% +$3.65M 0.99% 27
2022
Q3 		$6.46M Buy
249,888
+97,305
+64% +$2.81M 0.75% 32
2022
Q2 		$4.54M Buy
152,583
+125,975
+473% +$3.98M 0.54% 41
2022
Q1 		$901K Sell
26,608
-1,318
-5% -$46.9K 0.13% 95
2021
Q4 		$1.03M Sell
27,926
-35,198
-56% -$1.31M 0.13% 87
2021
Q3 		$2.34M Buy
63,124
+14,903
+31% +$579K 0.34% 60
2021
Q2 		$1.97M Buy
+48,221
New +$1.95M 0.32% 62

Other funds holding GEM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Apella Capital's GEM Position: Q2 2026 in Review

Apella Capital reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 3.1% in Q2 2026, selling an estimated $376K and leaving 238,766 shares worth $12M. The position accounts for 0.17% of the portfolio, ranked #101.

Apella Capital first reported a position in GEM in Q2 2021 and has held it in 20 quarters since. The position peaked at $22.5M in Q3 2024. 203 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

  • Apella Capital held 238,766 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $12M as of Q2 2026.
  • Apella Capital sold 7,581 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $376K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #101 holding.
  • Apella Capital first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $22.5M in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.