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Integrated Wealth Concepts’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Integrated Wealth Concepts’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
Q2 		$1.7M Buy
32,744
+1,283
+4% +$63.6K 0.01% 920
2026
Q1 		$1.36M Buy
31,461
+14,177
+82% +$634K 0.01% 946
2025
Q4 		$719K Buy
17,284
+1,498
+9% +$62.3K 0.01% 919
2025
Q3 		$643K Buy
15,786
+1,536
+11% +$59.4K 0.01% 1211
2025
Q2 		$530K Buy
14,250
+829
+6% +$28.5K 0.01% 1240
2025
Q1 		$445K Buy
13,421
+1,509
+13% +$49.7K 0.01% 1194
2024
Q4 		$380K Sell
11,912
-1,154
-9% -$39.1K ﹤0.01% 1248
2024
Q3 		$459K Buy
13,066
+1,289
+11% +$42.6K 0.01% 1122
2024
Q2 		$385K Buy
11,777
+2,298
+24% +$73.6K 0.01% 1174
2024
Q1 		$297K Sell
9,479
-662
-7% -$20.2K ﹤0.01% 1327
2023
Q4 		$311K Buy
10,141
+1,081
+12% +$31.5K 0.01% 1250
2023
Q3 		$260K Sell
9,060
-8,935
-50% -$267K ﹤0.01% 1297
2023
Q2 		$538K Sell
17,995
-11,673
-39% -$348K 0.01% 960
2023
Q1 		$883K Buy
+29,668
New +$885K 0.02% 661

Other funds holding GEM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Integrated Wealth Concepts's GEM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 4.1% in Q2 2026, buying an estimated $63.6K and bringing the position to 32,744 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #920.

Integrated Wealth Concepts first reported a position in GEM in Q1 2023 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

  • Integrated Wealth Concepts held 32,744 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $1.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,283 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $63.6K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #920 holding.
  • Integrated Wealth Concepts first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 204 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.