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Heritage Wealth Management (Arizona)’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$2K Sell
43
-81
-65% -$3.15K ﹤0.01% 815
2021
Q2 		$5K Sell
124
-32
-21% -$1.29K ﹤0.01% 741
2021
Q1 		$6K Buy
+156
New +$6.25K ﹤0.01% 626

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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GEM Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 65% in Q3 2021, selling an estimated $3.15K and leaving 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Heritage Wealth Management (Arizona) first reported a position in GEM in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q1 2021. 148 funds tracked by Wall St. Rank hold GEM as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 43 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $2K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 81 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2021, an estimated $3.15K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #815 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $6K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.