Kelman-Lazarov Inc’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Kelman-Lazarov Inc’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	$527K	Hold	12,200	–	–	0.08%	86
2025 Q4	$508K	Sell	12,200 -763	-6%	-$31.8K	0.07%	88
2025 Q3	$528K	Sell	12,963 -2,215	-15%	-$85.6K	0.08%	83
2025 Q2	$565K	Sell	15,178 -28,327	-65%	-$973K	0.09%	74
2025 Q1	$1.44M	Sell	43,505 -6,104	-12%	-$201K	0.26%	41
2024 Q4	$1.58M	Sell	49,609 -2,483	-5%	-$84.1K	0.29%	39
2024 Q3	$1.83M	Sell	52,092 -1,472	-3%	-$48.6K	0.31%	38
2024 Q2	$1.75M	Sell	53,564 -695	-1%	-$22.3K	0.33%	37
2024 Q1	$1.7M	Sell	54,259 -2,813	-5%	-$85.7K	0.33%	38
2023 Q4	$1.75M	Sell	57,072 -12,191	-18%	-$356K	0.38%	33
2023 Q3	$1.99M	Sell	69,263 -1,765	-2%	-$52.7K	0.47%	30
2023 Q2	$2.12M	Sell	71,028 -4,002	-5%	-$119K	0.51%	27
2023 Q1	$2.23M	Sell	75,030 -1,098	-1%	-$32.8K	0.58%	27
2022 Q4	$2.16M	Sell	76,128 -54,169	-42%	-$1.48M	0.61%	27
2022 Q3	$3.37M	Sell	130,297 -15,007	-10%	-$433K	1.15%	15
2022 Q2	$4.32M	Sell	145,304 -23,571	-14%	-$744K	1.46%	13
2022 Q1	$5.72M	Sell	168,875 -3,640	-2%	-$129K	1.9%	10
2021 Q4	$6.38M	Buy	172,515 +608	+0.4%	+$22.6K	2.05%	10
2021 Q3	$6.38M	Sell	171,907 -5,215	-3%	-$203K	2.23%	10
2021 Q2	$7.23M	Sell	177,122 -6,339	-3%	-$256K	2.52%	10
2021 Q1	$7.25M	Sell	183,461 -445	-0.2%	-$17.8K	2.58%	11
2020 Q4	$7.02M	Sell	183,906 -6,071	-3%	-$215K	2.69%	11
2020 Q3	$6.23M	Sell	189,977 -10,456	-5%	-$345K	2.83%	10
2020 Q2	$6.07M	Sell	200,433 -48,271	-19%	-$1.38M	2.81%	10
2020 Q1	$6.51M	Sell	248,704 -944	-0.4%	-$29.7K	3.49%	8
2019 Q4	$8.57M	Buy	249,648 +10,323	+4%	+$339K	3.86%	9
2019 Q3	$7.5M	Buy	239,325 +7,660	+3%	+$244K	3.7%	8
2019 Q2	$7.62M	Buy	231,665 +25,503	+12%	+$826K	3.9%	8
2019 Q1	$6.71M	Buy	206,162 +65,802	+47%	+$2.12M	3.54%	8
2018 Q4	$4.23M	Buy	+140,360	New	+$4.3M	2.63%	10

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

Kelman-Lazarov Inc's GEM Position: Q1 2026 in Review

Kelman-Lazarov Inc held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q1 2026 at 12,200 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #86.

Kelman-Lazarov Inc first reported a position in GEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.57M in Q4 2019. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

Kelman-Lazarov Inc held 12,200 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $527K as of Q1 2026.
Kelman-Lazarov Inc left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q1 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.08% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #86 holding.
Kelman-Lazarov Inc first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2018 and has held it in 30 quarters since.
Kelman-Lazarov Inc's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $8.57M in Q4 2019.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.