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Herold Advisors’s Goldman Sachs Access Emerging Markets USD Bond ETF GEMD Stock Holding History

Herold Advisors’s Portfolio GEMD Stock Details GEMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,100
Closed -$616K – 254
2023
Q3 		$616K Buy
16,100
+1,519
+10% +$60K 0.19% 136
2023
Q2 		$586K Buy
14,581
+268
+2% +$10.7K 0.18% 138
2023
Q1 		$581K Buy
+14,313
New +$580K 0.2% 123

Other funds holding GEMD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Herold Advisors's GEMD Position: Q4 2023 in Review

Herold Advisors sold out of Goldman Sachs Access Emerging Markets USD Bond ETF (GEMD) in Q4 2023, closing a stake of 16,100 shares — an estimated $616K sold.

Herold Advisors first reported a position in GEMD in Q1 2023 and held it in 3 quarters. The position peaked at $616K in Q3 2023. 26 funds tracked by Wall St. Rank hold GEMD as of Q4 2023.

  • Herold Advisors reported no remaining Goldman Sachs Access Emerging Markets USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Herold Advisors sold 16,100 Goldman Sachs Access Emerging Markets USD Bond ETF shares in Q4 2023, an estimated $616K.
  • Herold Advisors first reported a position in Goldman Sachs Access Emerging Markets USD Bond ETF in Q1 2023 and held it in 3 quarters.
  • Herold Advisors's Goldman Sachs Access Emerging Markets USD Bond ETF position peaked at $616K in Q3 2023.
  • 26 funds tracked by Wall St. Rank held Goldman Sachs Access Emerging Markets USD Bond ETF as of Q4 2023.

Based on Herold Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.