Lido Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Lido Advisors’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	-12,931	Closed	-$422K	–	1505
2024 Q2	$422K	Sell	12,931 -175	-1%	-$5.61K	﹤0.01%	984
2024 Q1	$411K	Sell	13,106 -3,146	-19%	-$95.8K	﹤0.01%	961
2023 Q4	$502K	Sell	16,252 -12,102	-43%	-$353K	﹤0.01%	861
2023 Q3	$813K	Sell	28,354 -7,244	-20%	-$216K	0.01%	595
2023 Q2	$1.06M	Buy	+35,598	New	+$1.06M	0.01%	512

Other funds holding GEM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.84B AUM 20.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's GEM Position: Q3 2024 in Review

Lido Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2024, closing a stake of 12,931 shares — an estimated $422K sold.

Lido Advisors first reported a position in GEM in Q2 2023 and held it in 5 quarters. The position peaked at $1.06M in Q2 2023. 143 funds tracked by Wall St. Rank hold GEM as of Q3 2024.

Lido Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
Lido Advisors sold 12,931 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2024, an estimated $422K.
Lido Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2023 and held it in 5 quarters.
Lido Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.06M in Q2 2023.
143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.