Atwood & Palmer’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Atwood & Palmer’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	$2.27M	Sell	43,693 -1,248	-3%	-$61.9K	0.12%	68
2026 Q1	$1.94M	Sell	44,941 -1,760	-4%	-$78.7K	0.11%	72
2025 Q4	$1.94M	Sell	46,701 -504	-1%	-$21K	0.11%	73
2025 Q3	$1.92M	Sell	47,205 -105	-0.2%	-$4.06K	0.11%	67
2025 Q2	$1.76M	Sell	47,310 -757	-2%	-$26K	0.11%	71
2025 Q1	$1.59M	Sell	48,067 -4,293	-8%	-$141K	0.11%	75
2024 Q4	$1.67M	Sell	52,360 -9,345	-15%	-$317K	0.11%	70
2024 Q3	$2.17M	Sell	61,705 -12,595	-17%	-$416K	0.15%	63
2024 Q2	$2.43M	Sell	74,300 -1,400	-2%	-$44.9K	0.18%	60
2024 Q1	$2.37M	Sell	75,700 -3,393	-4%	-$103K	0.18%	61
2023 Q4	$2.43M	Sell	79,093 -4,673	-6%	-$136K	0.2%	59
2023 Q3	$2.4M	Sell	83,766 -130,713	-61%	-$3.9M	0.21%	59
2023 Q2	$6.41M	Sell	214,479 -2,601	-1%	-$77.5K	0.57%	53
2023 Q1	$6.46M	Buy	217,080 +1,415	+0.7%	+$42.2K	0.61%	51
2022 Q4	$6.11M	Sell	215,665 -157,187	-42%	-$4.31M	0.55%	58
2022 Q3	$9.63M	Buy	372,852 +3,898	+1%	+$112K	0.95%	40
2022 Q2	$11M	Sell	368,954 -149,624	-29%	-$4.72M	1.07%	39
2022 Q1	$17.6M	Buy	518,578 +1,412	+0.3%	+$50.2K	1.52%	27
2021 Q4	$19.1M	Sell	517,166 -4,324	-0.8%	-$161K	1.6%	27
2021 Q3	$19.3M	Buy	521,490 +8,965	+2%	+$349K	1.73%	23
2021 Q2	$20.9M	Buy	512,525 +41,349	+9%	+$1.67M	1.88%	20
2021 Q1	$18.6M	Buy	471,176 +10,316	+2%	+$414K	1.79%	25
2020 Q4	$17.6M	Buy	460,860 +25,107	+6%	+$889K	1.89%	22
2020 Q3	$14.3M	Buy	435,753 +435,353	+108,838%	+$14.3M	1.8%	23
2020 Q2	$12K	Buy	+400	New	+$11.5K	﹤0.01%	250

Other funds holding GEM

SWM

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Atwood & Palmer's GEM Position: Q2 2026 in Review

Atwood & Palmer reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 2.8% in Q2 2026, selling an estimated $61.9K and leaving 43,693 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #68.

Atwood & Palmer first reported a position in GEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.9M in Q2 2021. 24 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Atwood & Palmer held 43,693 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $2.27M as of Q2 2026.
Atwood & Palmer sold 1,248 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $61.9K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.12% of Atwood & Palmer's portfolio in Q2 2026, its #68 holding.
Atwood & Palmer first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2020 and has held it in 25 quarters since.
Atwood & Palmer's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $20.9M in Q2 2021.
24 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.