EWA
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EP Wealth Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

EP Wealth Advisors’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
Q1 		$1.02M Sell
23,564
-1,085
-4% -$48.5K 0.01% 637
2025
Q4 		$1.03M Buy
+24,649
New +$1.03M 0.01% 614
2025
Q2 		$823K Sell
22,118
-3
-0% -$103 0.01% 619
2025
Q1 		$734K Sell
22,121
-5,432
-20% -$179K 0.01% 579
2024
Q4 		$879K Sell
27,553
-1,952
-7% -$66.1K 0.01% 538
2024
Q3 		$1.04M Sell
29,505
-882
-3% -$29.1K 0.01% 487
2024
Q2 		$993K Sell
30,387
-744
-2% -$23.8K 0.01% 392
2024
Q1 		$976K Sell
31,131
-939
-3% -$28.6K 0.01% 380
2023
Q4 		$984K Sell
32,070
-3
-0% -$88 0.01% 363
2023
Q3 		$919K Sell
32,073
-299,371
-90% -$8.94M 0.01% 346
2023
Q2 		$963K Buy
331,444
+326,366
+6,427% +$9.73M 0.01% 343
2023
Q1 		$417K Buy
+5,078
New +$152K 0.01% 429

Other funds holding GEM

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return