Atria Wealth Solutions’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Atria Wealth Solutions’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 Q2	$512K	Sell	13,771 -17,427	-56%	-$598K	0.01%	899
2025 Q1	$1.04M	Buy	31,198 +5,812	+23%	+$191K	0.01%	876
2024 Q4	$810K	Buy	25,386 +464	+2%	+$15.7K	0.01%	1018
2024 Q3	$875K	Sell	24,922 -798	-3%	-$26.4K	0.01%	961
2024 Q2	$840K	Buy	25,720 +1,500	+6%	+$48.1K	0.01%	971
2024 Q1	$759K	Sell	24,220 -10,076	-29%	-$307K	0.01%	1042
2023 Q4	$1.06M	Sell	34,296 -358	-1%	-$10.4K	0.01%	836
2023 Q3	$993K	Sell	34,654 -5,481	-14%	-$164K	0.01%	812
2023 Q2	$1.2M	Buy	40,135 +8,230	+26%	+$245K	0.02%	763
2023 Q1	$950K	Buy	31,905 +14,909	+88%	+$445K	0.01%	815
2022 Q4	$482K	Sell	16,996 -2,370	-12%	-$64.9K	0.01%	1100
2022 Q3	$500K	Buy	19,366 +1,871	+11%	+$54K	0.01%	1017
2022 Q2	$520K	Buy	17,495 +2,058	+13%	+$65K	0.01%	957
2022 Q1	$523K	Buy	+15,437	New	+$549K	0.01%	1048

Other funds holding GEM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atria Wealth Solutions's GEM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 56% in Q2 2025, selling an estimated $598K and leaving 13,771 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #899.

Atria Wealth Solutions first reported a position in GEM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2023. 147 funds tracked by Wall St. Rank hold GEM as of Q2 2025.

Atria Wealth Solutions held 13,771 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $512K as of Q2 2025.
Atria Wealth Solutions sold 17,427 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2025, an estimated $598K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #899 holding.
Atria Wealth Solutions first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.2M in Q2 2023.
147 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.