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

Elmwood 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
2026 Q2	$1.3M	Hold	25,050	–	–	0.33%	73
2026 Q1	$1.08M	Hold	25,050	–	–	0.3%	80
2025 Q4	$1.04M	Sell	25,050 -170	-0.7%	-$7.08K	0.33%	81
2025 Q3	$1.03M	Hold	25,220	–	–	0.36%	77
2025 Q2	$938K	Sell	25,220 -13	-0.1%	-$446	0.37%	76
2025 Q1	$837K	Sell	25,233 -1,500	-6%	-$49.4K	0.34%	81
2024 Q4	$853K	Buy	26,733 +1,000	+4%	+$33.9K	0.34%	81
2024 Q3	$903K	Sell	25,733 -491	-2%	-$16.2K	0.37%	83
2024 Q2	$857K	Sell	26,224 -624	-2%	-$20K	0.38%	81
2024 Q1	$841K	Buy	26,848 +3,555	+15%	+$108K	0.36%	84
2023 Q4	$715K	Sell	23,293 -3,665	-14%	-$107K	0.5%	57
2023 Q3	$773K	Buy	26,958 +780	+3%	+$23.3K	0.37%	82
2023 Q2	$783K	Buy	26,178 +240	+0.9%	+$7.15K	0.36%	82
2023 Q1	$772K	Buy	25,938 +3,398	+15%	+$101K	0.36%	85
2022 Q4	$638K	Buy	+22,540	New	+$618K	0.32%	89

Other funds holding GEM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return