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 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

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

IAG Wealth Partners's GEM Position: Q1 2026 in Review

IAG Wealth Partners reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 3.5% in Q1 2026, selling an estimated $27.7K and leaving 17,020 shares worth $735K. The position accounts for 0.08% of the portfolio, ranked #79.

IAG Wealth Partners first reported a position in GEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.87M in Q2 2021. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

IAG Wealth Partners held 17,020 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $735K as of Q1 2026.
IAG Wealth Partners sold 620 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $27.7K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.08% of IAG Wealth Partners's portfolio in Q1 2026, its #79 holding.
IAG Wealth Partners first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2020 and has held it in 25 quarters since.
IAG Wealth Partners's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $2.87M in Q2 2021.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.