Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$13.9K Buy
322
+49
+18% +$2.19K ﹤0.01% 4637
2025
Q4 		$11K Hold
273
– – ﹤0.01% 4497
2025
Q3 		$11K Buy
273
+87
+47% +$3.36K ﹤0.01% 4430
2025
Q2 		$7K Sell
186
-185
-50% -$6.35K ﹤0.01% 4448
2025
Q1 		$12K Buy
371
+185
+99% +$6.09K ﹤0.01% 4003
2024
Q4 		$6K Hold
186
– – ﹤0.01% 4113
2024
Q3 		$7K Sell
186
-288
-61% -$9.52K ﹤0.01% 3938
2024
Q2 		$15K Buy
474
+288
+155% +$9.23K ﹤0.01% 3300
2024
Q1 		$6K Hold
186
– – ﹤0.01% 3574
2023
Q4 		$6K Hold
186
– – ﹤0.01% 3422
2023
Q3 		$5K Hold
186
– – ﹤0.01% 3454
2023
Q2 		$6K Sell
186
-631
-77% -$18.8K ﹤0.01% 3345
2023
Q1 		$24K Buy
817
+631
+339% +$18.8K ﹤0.01% 2369
2022
Q4 		$5K Sell
186
-293
-61% -$8.03K ﹤0.01% 3170
2022
Q3 		$12K Buy
479
+293
+158% +$8.45K ﹤0.01% 2561
2022
Q2 		$6K Buy
+186
New +$5.87K ﹤0.01% 2882

Other funds holding GEM

Wells Fargo
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 18% in Q1 2026, buying an estimated $2.19K and bringing the position to 322 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4637.

Carson Wealth (CWM LLC) first reported a position in GEM in Q2 2022 and has held it in 16 quarters since. The position peaked at $24K in Q1 2023. 182 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 322 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $13.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 49 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.19K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4637 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $24K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.