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L.J. Altfest & Co’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

L.J. Altfest & Co’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 		$436K Sell
10,089
-930
-8% -$41.6K 0.05% 235
2025
Q4 		$459K Buy
11,019
+9
+0.1% +$375 0.05% 236
2025
Q3 		$448K Sell
11,010
-1,683
-13% -$65K 0.05% 240
2025
Q2 		$472K Sell
12,693
-8,010
-39% -$275K 0.06% 228
2025
Q1 		$687K Sell
20,703
-623
-3% -$20.5K 0.09% 169
2024
Q4 		$681K Sell
21,326
-9,916
-32% -$336K 0.09% 163
2024
Q3 		$1.1M Sell
31,242
-11,343
-27% -$375K 0.15% 119
2024
Q2 		$1.39M Sell
42,585
-6,591
-13% -$211K 0.19% 85
2024
Q1 		$1.54M Buy
49,176
+2,143
+5% +$65.3K 0.22% 76
2023
Q4 		$1.44M Sell
47,033
-6,609
-12% -$193K 0.21% 83
2023
Q3 		$1.54M Buy
53,642
+3,600
+7% +$108K 0.24% 70
2023
Q2 		$1.5M Buy
50,042
+3,882
+8% +$116K 0.22% 70
2023
Q1 		$1.37M Sell
46,160
-3,084
-6% -$92K 0.22% 70
2022
Q4 		$1.39M Sell
49,244
-2,005
-4% -$54.9K 0.23% 71
2022
Q3 		$1.32M Buy
51,249
+28,727
+128% +$828K 0.25% 61
2022
Q2 		$670K Sell
22,522
-4,592
-17% -$145K 0.12% 119
2022
Q1 		$919K Sell
27,114
-11,687
-30% -$416K 0.16% 97
2021
Q4 		$1.44M Buy
+38,801
New +$1.44M 0.27% 70

Other funds holding GEM

Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L.J. Altfest & Co's GEM Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 8.4% in Q1 2026, selling an estimated $41.6K and leaving 10,089 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #235.

L.J. Altfest & Co first reported a position in GEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2024. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

  • L.J. Altfest & Co held 10,089 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $436K as of Q1 2026.
  • L.J. Altfest & Co sold 930 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $41.6K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.05% of L.J. Altfest & Co's portfolio in Q1 2026, its #235 holding.
  • L.J. Altfest & Co first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • L.J. Altfest & Co's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.54M in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.