Clearstead Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Clearstead Advisors’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	–	Sell	-255	Closed	-$8.46K	–	2790
2025 Q1	$8.46K	Hold	255	–	–	﹤0.01%	1648
2024 Q4	$8.14K	Hold	255	–	–	﹤0.01%	1629
2024 Q3	$8.95K	Hold	255	–	–	﹤0.01%	1606
2024 Q2	$8.33K	Buy	+255	New	+$8.17K	﹤0.01%	1578

Other funds holding GEM

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

SWM

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

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

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

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's GEM Position: Q2 2025 in Review

Clearstead Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q2 2025, closing a stake of 255 shares — an estimated $8.46K sold.

Clearstead Advisors first reported a position in GEM in Q2 2024 and held it in 4 quarters. The position peaked at $8.95K in Q3 2024. 147 funds tracked by Wall St. Rank hold GEM as of Q2 2025.

Clearstead Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 255 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2025, an estimated $8.46K.
Clearstead Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2024 and held it in 4 quarters.
Clearstead Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $8.95K in Q3 2024.
147 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.