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

Congress 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
2025 Q2	–	Sell	-26,524	Closed	-$880K	–	1191
2025 Q1	$880K	Sell	26,524 -40	-0.2%	-$1.32K	0.01%	663
2024 Q4	$848K	Hold	26,564	–	–	0.01%	546
2024 Q3	$933K	Hold	26,564	–	–	0.01%	527
2024 Q2	$868K	Hold	26,564	–	–	0.01%	454
2024 Q1	$833K	Sell	26,564 -601	-2%	-$18.3K	0.01%	391
2023 Q4	$834K	Hold	27,165	–	–	0.02%	406
2023 Q3	$779K	Hold	27,165	–	–	0.02%	401
2023 Q2	$812K	Hold	27,165	–	–	0.02%	360
2023 Q1	$809K	Hold	27,165	–	–	0.02%	368
2022 Q4	$769K	Sell	27,165 -72	-0.3%	-$1.97K	0.02%	359
2022 Q3	$703K	Sell	27,237 -879	-3%	-$25.3K	0.02%	367
2022 Q2	$837K	Sell	28,116 -1,208	-4%	-$38.1K	0.02%	353
2022 Q1	$993K	Sell	29,324 -1,415	-5%	-$50.3K	0.02%	354
2021 Q4	$1.14M	Buy	+30,739	New	+$1.14M	0.02%	358

Other funds holding GEM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

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

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's GEM Position: Q2 2025 in Review

Congress Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q2 2025, closing a stake of 26,524 shares — an estimated $880K sold.

Congress Wealth Management first reported a position in GEM in Q4 2021 and held it in 14 quarters. The position peaked at $1.14M in Q4 2021. 147 funds tracked by Wall St. Rank hold GEM as of Q2 2025.

Congress Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
Congress Wealth Management sold 26,524 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2025, an estimated $880K.
Congress Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and held it in 14 quarters.
Congress Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.14M in Q4 2021.
147 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.