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Liberty Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,602
Closed -$59K – 526
2021
Q3 		$59K Buy
1,602
+30
+2% +$1.17K 0.02% 391
2021
Q2 		$64K Buy
1,572
+1,493
+1,890% +$60.3K 0.02% 277
2021
Q1 		$3K Hold
79
– – ﹤0.01% 773
2020
Q4 		$3K Buy
+79
New +$2.8K ﹤0.01% 769

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Wealth Management's GEM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2021, closing a stake of 1,602 shares — an estimated $59K sold.

Liberty Wealth Management first reported a position in GEM in Q4 2020 and held it in 4 quarters. The position peaked at $64K in Q2 2021. 156 funds tracked by Wall St. Rank hold GEM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,602 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2021, an estimated $59K.
  • Liberty Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $64K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.