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

Edge 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
2022 Q1	–	Sell	-45	Closed	-$2K	–	237
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	423
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	433
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	383
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	375
2020 Q4	$2K	Buy	+45	New	+$1.59K	﹤0.01%	325

Other funds holding GEM

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

SWM

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Edge Wealth Management's GEM Position: Q1 2022 in Review

Edge Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2022, closing a stake of 45 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in GEM in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 156 funds tracked by Wall St. Rank hold GEM as of Q1 2022.

Edge Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 45 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2022, an estimated $2K.
Edge Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2020 and held it in 5 quarters.
Edge Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $2K in Q4 2021.
156 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.