EWA
GEM icon

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

EverSource 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 		$15.7K Hold
363
– – ﹤0.01% 2653
2025
Q4 		$15.1K Buy
363
+8
+2% +$333 ﹤0.01% 2569
2025
Q3 		$14.5K Sell
355
-61
-15% -$2.36K ﹤0.01% 2589
2025
Q2 		$15.5K Hold
416
– – ﹤0.01% 2489
2025
Q1 		$13.8K Hold
416
– – ﹤0.01% 1914
2024
Q4 		$13.3K Buy
416
+10
+2% +$339 ﹤0.01% 1857
2024
Q3 		$14.2K Hold
406
– – ﹤0.01% 1663
2024
Q2 		$13.4K Sell
406
-793
-66% -$25.4K ﹤0.01% 1709
2024
Q1 		$37.5K Buy
1,199
+7
+0.6% +$213 ﹤0.01% 1091
2023
Q4 		$36.6K Buy
+1,192
New +$34.8K ﹤0.01% 1018

Other funds holding GEM

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $871B 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 $377B 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 $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return