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 Q2	$18.9K	Hold	363	–	–	﹤0.01%	2474
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

EverSource Wealth Advisors held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q2 2026 at 363 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

EverSource Wealth Advisors first reported a position in GEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.5K in Q1 2024. 204 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

EverSource Wealth Advisors held 363 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $18.9K as of Q2 2026.
EverSource Wealth Advisors left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2474 holding.
EverSource Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $37.5K in Q1 2024.
204 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.