Belpointe Asset Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-919	Closed	-$27.4K	–	1628
2023 Q1	$27.4K	Hold	919	–	–	﹤0.01%	2118
2022 Q4	$26K	Buy	+919	New	+$25.2K	﹤0.01%	1997
2020 Q2	–	Sell	-6,044	Closed	-$158K	–	747
2020 Q1	$158K	Hold	6,044	–	–	0.03%	480
2019 Q4	$208K	Buy	6,044 +6	+0.1%	+$197	0.03%	525
2019 Q3	$189K	Buy	+6,038	New	+$192K	0.03%	486

Other funds holding GEM

Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 1-Year Est. Return

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

RJA

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

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

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

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

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

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

Belpointe Asset Management's GEM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q2 2023, closing a stake of 919 shares — an estimated $27.4K sold.

Belpointe Asset Management first reported a position in GEM in Q3 2019 and held it in 5 quarters. The position peaked at $208K in Q4 2019. 145 funds tracked by Wall St. Rank hold GEM as of Q2 2023.

Belpointe Asset Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 919 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2023, an estimated $27.4K.
Belpointe Asset Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2019 and held it in 5 quarters.
Belpointe Asset Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $208K in Q4 2019.
145 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.