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Disciplined Investments’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Disciplined Investments’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
-171
Closed -$5.11K – 666
2023
Q2 		$5.11K Buy
+171
New +$5.1K ﹤0.01% 417

Other funds holding GEM

Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
ST
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

Disciplined Investments's GEM Position: Q3 2023 in Review

Disciplined Investments sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2023, closing a stake of 171 shares — an estimated $5.11K sold.

Disciplined Investments first reported a position in GEM in Q2 2023 and held it in 1 quarter. The position peaked at $5.11K in Q2 2023. 147 funds tracked by Wall St. Rank hold GEM as of Q3 2023.

  • Disciplined Investments reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 171 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2023, an estimated $5.11K.
  • Disciplined Investments first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $5.11K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.