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

Icon 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
2022 Q4	$228K	Buy	8,052 +42	+0.5%	+$1.15K	0.03%	290
2022 Q3	$207K	Buy	+8,010	New	+$231K	0.03%	289

Other funds holding GEM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Icon Wealth Advisors's GEM Position: Q4 2022 in Review

Icon Wealth Advisors increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 0.52% in Q4 2022, buying an estimated $1.15K and bringing the position to 8,052 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #290.

Icon Wealth Advisors first reported a position in GEM in Q3 2022 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold GEM as of Q4 2022.

Icon Wealth Advisors held 8,052 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $228K as of Q4 2022.
Icon Wealth Advisors bought 42 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2022, an estimated $1.15K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q4 2022, its #290 holding.
Icon Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2022 and has held it in 2 quarters since.
143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.