Arkadios Wealth Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-41	Closed	-$1K	–	1041
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	1802
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	1898
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	1580
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	1311
2020 Q3	$1.38K	Hold	41	–	–	﹤0.01%	959
2020 Q2	$1.32K	Hold	41	–	–	﹤0.01%	888
2020 Q1	$1.07K	Hold	41	–	–	﹤0.01%	965
2019 Q4	$1.39K	Buy	+41	New	+$1.35K	﹤0.01%	855

Other funds holding GEM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arkadios Wealth Advisors's GEM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2021, closing a stake of 41 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in GEM in Q4 2019 and held it in 8 quarters. The position peaked at $1.39K in Q4 2019. 155 funds tracked by Wall St. Rank hold GEM as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 41 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2021, an estimated $1K.
Arkadios Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.39K in Q4 2019.
155 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.