Asset Dedication LLC’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Asset Dedication LLC’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
2025 Q3	–	Sell	-47	Closed	-$1.75K	–	1187
2025 Q2	$1.75K	Buy	+47	New	+$1.61K	﹤0.01%	1040
2021 Q4	–	Sell	-1,115	Closed	-$41K	–	971
2021 Q3	$41K	Hold	1,115	–	–	0.01%	443
2021 Q2	$46K	Hold	1,115	–	–	0.01%	406
2021 Q1	$44K	Hold	1,115	–	–	0.01%	349
2020 Q4	$43K	Hold	1,115	–	–	0.01%	378
2020 Q3	$37K	Hold	1,115	–	–	0.01%	362
2020 Q2	$34K	Buy	+1,115	New	+$32K	0.01%	345

Other funds holding GEM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Dedication LLC's GEM Position: Q3 2025 in Review

Asset Dedication LLC sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2025, closing a stake of 47 shares — an estimated $1.75K sold.

Asset Dedication LLC first reported a position in GEM in Q2 2020 and held it in 7 quarters. The position peaked at $46K in Q2 2021. 151 funds tracked by Wall St. Rank hold GEM as of Q3 2025.

Asset Dedication LLC reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Asset Dedication LLC sold 47 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2025, an estimated $1.75K.
Asset Dedication LLC first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2020 and held it in 7 quarters.
Asset Dedication LLC's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $46K in Q2 2021.
151 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.