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

Endurance 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
2023 Q2	$21K	Hold	700	–	–	﹤0.01%	419
2023 Q1	$21K	Hold	700	–	–	﹤0.01%	427
2022 Q4	$20K	Hold	700	–	–	﹤0.01%	411
2022 Q3	$18K	Hold	700	–	–	﹤0.01%	417
2022 Q2	$21K	Hold	700	–	–	﹤0.01%	411
2022 Q1	$24K	Hold	700	–	–	﹤0.01%	425
2021 Q4	$26K	Hold	700	–	–	﹤0.01%	420
2021 Q3	$26K	Hold	700	–	–	﹤0.01%	422
2021 Q2	$28K	Hold	700	–	–	﹤0.01%	417
2021 Q1	$28K	Hold	700	–	–	﹤0.01%	416
2020 Q4	$27K	Hold	700	–	–	﹤0.01%	381
2020 Q3	$23K	Hold	700	–	–	﹤0.01%	374
2020 Q2	$21K	Hold	700	–	–	﹤0.01%	387
2020 Q1	$18K	Hold	700	–	–	﹤0.01%	373
2019 Q4	$24K	Hold	700	–	–	﹤0.01%	345
2019 Q3	$22K	Hold	700	–	–	﹤0.01%	352
2019 Q2	$23K	Hold	700	–	–	﹤0.01%	327
2019 Q1	$23K	Hold	700	–	–	﹤0.01%	321
2018 Q4	$21K	Hold	700	–	–	﹤0.01%	314
2018 Q3	$23K	Hold	700	–	–	﹤0.01%	331
2018 Q2	$23K	Hold	700	–	–	﹤0.01%	333
2018 Q1	$26K	Buy	+700	New	+$26K	﹤0.01%	331

Other funds holding GEM

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

SWM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Endurance Wealth Management's GEM Position: Q2 2023 in Review

Endurance Wealth Management held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q2 2023 at 700 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Endurance Wealth Management first reported a position in GEM in Q1 2018 and has held it in 22 quarters since. The position peaked at $28K in Q2 2021. 145 funds tracked by Wall St. Rank hold GEM as of Q2 2023.

Endurance Wealth Management held 700 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $21K as of Q2 2023.
Endurance Wealth Management left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q2 2023.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #419 holding.
Endurance Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2018 and has held it in 22 quarters since.
Endurance Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $28K in Q2 2021.
145 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.