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

Heritage 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	$8.64K	Hold	200	–	–	﹤0.01%	529
2025 Q4	$8.32K	Hold	200	–	–	﹤0.01%	466
2025 Q3	$8.15K	Hold	200	–	–	﹤0.01%	440
2025 Q2	$7.44K	Hold	200	–	–	﹤0.01%	439
2025 Q1	$6.64K	Hold	200	–	–	﹤0.01%	438
2024 Q4	$6.38K	Hold	200	–	–	﹤0.01%	473
2024 Q3	$7.02K	Hold	200	–	–	﹤0.01%	462
2024 Q2	$6.53K	Hold	200	–	–	﹤0.01%	441
2024 Q1	$6.27K	Hold	200	–	–	﹤0.01%	462
2023 Q4	$6.14K	Hold	200	–	–	﹤0.01%	476
2023 Q3	$5.73K	Hold	200	–	–	﹤0.01%	434
2023 Q2	$5.98K	Hold	200	–	–	﹤0.01%	460
2023 Q1	$5.95K	Hold	200	–	–	﹤0.01%	466
2022 Q4	$5.66K	Hold	200	–	–	﹤0.01%	475
2022 Q3	$5.17K	Hold	200	–	–	﹤0.01%	451
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	484
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	451
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	465
2021 Q3	$7.42K	Hold	200	–	–	﹤0.01%	452
2021 Q2	$8.16K	Hold	200	–	–	﹤0.01%	457
2021 Q1	$7.9K	Buy	+200	New	+$8.02K	﹤0.01%	474

Other funds holding GEM

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 New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's GEM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q1 2026 at 200 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Heritage Wealth Advisors first reported a position in GEM in Q1 2021 and has held it in 21 quarters since. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

Heritage Wealth Advisors held 200 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $8.64K as of Q1 2026.
Heritage Wealth Advisors left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q1 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #529 holding.
Heritage Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2021 and has held it in 21 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.