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 Q2	$986K	Sell	18,970 -4,594	-19%	-$228K	﹤0.01%	752
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

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

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

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

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

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

EP Wealth Advisors's GEM Position: Q2 2026 in Review

EP Wealth Advisors reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 19% in Q2 2026, selling an estimated $228K and leaving 18,970 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

EP Wealth Advisors first reported a position in GEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q3 2024. 203 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

EP Wealth Advisors held 18,970 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $986K as of Q2 2026.
EP Wealth Advisors sold 4,594 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $228K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #752 holding.
EP Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.04M in Q3 2024.
203 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.