Beaird Harris Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Beaird Harris Wealth Management’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
2023 Q3	–	Sell	-27	Closed	-$808	–	461
2023 Q2	$808	Hold	27	–	–	﹤0.01%	409
2023 Q1	$804	Buy	+27	New	+$806	﹤0.01%	421

Other funds holding GEM

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

SWM

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

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Beaird Harris Wealth Management's GEM Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2023, closing a stake of 27 shares — an estimated $808 sold.

Beaird Harris Wealth Management first reported a position in GEM in Q1 2023 and held it in 2 quarters. The position peaked at $808 in Q2 2023. 147 funds tracked by Wall St. Rank hold GEM as of Q3 2023.

Beaird Harris Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 27 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2023, an estimated $808.
Beaird Harris Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2023 and held it in 2 quarters.
Beaird Harris Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $808 in Q2 2023.
147 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.