Kelly Financial Services’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-100	Closed	-$3.27K	–	326
2024 Q2	$3.27K	Hold	100	–	–	﹤0.01%	540
2024 Q1	$3.13K	Hold	100	–	–	﹤0.01%	549
2023 Q4	$3.07K	Hold	100	–	–	﹤0.01%	532
2023 Q3	$2.87K	Hold	100	–	–	﹤0.01%	517
2023 Q2	$2.99K	Hold	100	–	–	﹤0.01%	514
2023 Q1	$2.98K	Hold	100	–	–	﹤0.01%	482
2022 Q4	$2.83K	Hold	100	–	–	﹤0.01%	468
2022 Q3	$2.58K	Hold	100	–	–	﹤0.01%	476
2022 Q2	$2.98K	Hold	100	–	–	﹤0.01%	461
2022 Q1	$3.39K	Hold	100	–	–	﹤0.01%	472
2021 Q4	$3.7K	Hold	100	–	–	﹤0.01%	482
2021 Q3	$3.71K	Hold	100	–	–	﹤0.01%	461
2021 Q2	$4.08K	Hold	100	–	–	﹤0.01%	449
2021 Q1	$3.95K	Hold	100	–	–	﹤0.01%	435
2020 Q4	$3.82K	Hold	100	–	–	﹤0.01%	405
2020 Q3	$3.28K	Hold	100	–	–	﹤0.01%	385
2020 Q2	$3.03K	Hold	100	–	–	﹤0.01%	394
2020 Q1	$2.62K	Hold	100	–	–	﹤0.01%	364
2019 Q4	$3.43K	Hold	100	–	–	﹤0.01%	352
2019 Q3	$3.14K	Hold	100	–	–	﹤0.01%	347
2019 Q2	$3.29K	Hold	100	–	–	﹤0.01%	333
2019 Q1	$3.25K	Buy	+100	New	+$3.23K	﹤0.01%	335

Other funds holding GEM

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

RJA

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's GEM Position: Q3 2024 in Review

Kelly Financial Services sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2024, closing a stake of 100 shares — an estimated $3.27K sold.

Kelly Financial Services first reported a position in GEM in Q1 2019 and held it in 22 quarters. The position peaked at $4.08K in Q2 2021. 143 funds tracked by Wall St. Rank hold GEM as of Q3 2024.

Kelly Financial Services reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 100 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2024, an estimated $3.27K.
Kelly Financial Services first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $4.08K in Q2 2021.
143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.