EC
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Estate Counselors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Estate Counselors’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
Q4 		– Sell
-12,875
Closed -$332K – 157
2022
Q3 		$332K Sell
12,875
-1,260
-9% -$36.3K 0.05% 107
2022
Q2 		$420K Sell
14,135
-16,995
-55% -$536K 0.06% 109
2022
Q1 		$1.05M Sell
31,130
-88,795
-74% -$3.16M 0.14% 84
2021
Q4 		$4.44M Buy
119,925
+12,520
+12% +$465K 0.54% 44
2021
Q3 		$3.98M Sell
107,405
-7,465
-6% -$290K 0.5% 43
2021
Q2 		$4.69M Buy
114,870
+12,725
+12% +$514K 0.61% 45
2021
Q1 		$4.03M Buy
102,145
+2,025
+2% +$81.2K 0.59% 46
2020
Q4 		$3.82M Buy
100,120
+32,145
+47% +$1.14M 0.57% 46
2020
Q3 		$2.23M Buy
+67,975
New +$2.24M 0.35% 55

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return