IAG Wealth Partners
GEM icon

IAG Wealth Partners’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

IAG Wealth Partners’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
Q3 		$832K Sell
16,291
-703
-4% -$35.5K 0.08% 82
2026
Q2 		$884K Sell
16,994
-26
-0.2% -$1.29K 0.09% 77
2026
Q1 		$735K Sell
17,020
-620
-4% -$27.7K 0.08% 79
2025
Q4 		$734K Hold
17,640
– – 0.09% 80
2025
Q3 		$718K Buy
17,640
+513
+3% +$19.8K 0.09% 78
2025
Q2 		$637K Buy
17,127
+7,219
+73% +$248K 0.08% 76
2025
Q1 		$329K Buy
9,908
+1,610
+19% +$53K 0.05% 90
2024
Q4 		$265K Hold
8,298
– – 0.05% 87
2024
Q3 		$291K Hold
8,298
– – 0.05% 87
2024
Q2 		$271K Sell
8,298
-975
-11% -$31.2K 0.05% 82
2024
Q1 		$291K Sell
9,273
-1,811
-16% -$55.1K 0.06% 77
2023
Q4 		$340K Sell
11,084
-1,536
-12% -$44.8K 0.08% 65
2023
Q3 		$362K Sell
12,620
-931
-7% -$27.8K 0.1% 60
2023
Q2 		$405K Sell
13,551
-5,276
-28% -$157K 0.11% 59
2023
Q1 		$560K Sell
18,827
-4,527
-19% -$135K 0.16% 49
2022
Q4 		$661K Sell
23,354
-22,487
-49% -$616K 0.19% 46
2022
Q3 		$1.18M Sell
45,841
-4,959
-10% -$143K 0.39% 38
2022
Q2 		$1.51M Sell
50,800
-6,402
-11% -$202K 0.49% 32
2022
Q1 		$1.94M Buy
57,202
+2,623
+5% +$93.3K 0.61% 27
2021
Q4 		$2.02M Sell
54,579
-9,467
-15% -$351K 0.65% 26
2021
Q3 		$2.38M Sell
64,046
-6,207
-9% -$241K 0.85% 21
2021
Q2 		$2.87M Buy
70,253
+9,348
+15% +$378K 1.03% 21
2021
Q1 		$2.41M Buy
60,905
+7,645
+14% +$306K 0.92% 21
2020
Q4 		$2.03M Sell
53,260
-1,958
-4% -$69.4K 0.83% 22
2020
Q3 		$1.81M Buy
55,218
+37
+0.1% +$1.22K 0.84% 22
2020
Q2 		$1.67M Buy
55,181
+19,290
+54% +$553K 0.81% 23
2020
Q1 		$940K Buy
+35,891
New +$1.13M 0.63% 25

Other funds holding GEM

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IAG Wealth Partners's GEM Position: Q3 2026 in Review

IAG Wealth Partners reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 4.1% in Q3 2026, selling an estimated $35.5K and leaving 16,291 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #82.

IAG Wealth Partners first reported a position in GEM in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.87M in Q2 2021. 98 funds tracked by Wall St. Rank hold GEM as of Q3 2026.

  • IAG Wealth Partners held 16,291 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $832K as of Q3 2026.
  • IAG Wealth Partners sold 703 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2026, an estimated $35.5K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.08% of IAG Wealth Partners's portfolio in Q3 2026, its #82 holding.
  • IAG Wealth Partners first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2020 and has held it in 27 quarters since.
  • IAG Wealth Partners's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $2.87M in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.