Glassman Wealth Services’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Glassman Wealth Services’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
2023 Q1	–	Sell	-1,433	Closed	-$40.6K	–	1930
2022 Q4	$40.6K	Buy	+1,433	New	+$39.3K	0.01%	472
2018 Q1	–	Sell	-591	Closed	-$21K	–	803
2017 Q4	$21K	Buy	+591	New	+$20.5K	0.01%	244

Other funds holding GEM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glassman Wealth Services's GEM Position: Q1 2023 in Review

Glassman Wealth Services sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2023, closing a stake of 1,433 shares — an estimated $40.6K sold.

Glassman Wealth Services first reported a position in GEM in Q4 2017 and held it in 2 quarters. The position peaked at $40.6K in Q4 2022. 137 funds tracked by Wall St. Rank hold GEM as of Q1 2023.

Glassman Wealth Services reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 1,433 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2023, an estimated $40.6K.
Glassman Wealth Services first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2017 and held it in 2 quarters.
Glassman Wealth Services's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $40.6K in Q4 2022.
137 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.