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

LifePlan Investment 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
2026 Q2	$1.43M	Sell	27,567 -1,470	-5%	-$72.9K	0.49%	58
2026 Q1	$1.25M	Buy	29,037 +1,730	+6%	+$77.4K	0.49%	56
2025 Q4	$1.14M	Buy	27,307 +2,648	+11%	+$110K	0.46%	57
2025 Q3	$1M	Buy	24,659 +3,007	+14%	+$116K	0.42%	57
2025 Q2	$806K	Buy	21,652 +6,079	+39%	+$209K	0.4%	60
2025 Q1	$517K	Buy	15,573 +7,973	+105%	+$263K	0.3%	68
2024 Q4	$243K	Buy	+7,600	New	+$258K	0.15%	87

Other funds holding GEM

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

SWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

ABTD

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LifePlan Investment Advisors's GEM Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 5.1% in Q2 2026, selling an estimated $72.9K and leaving 27,567 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #58.

LifePlan Investment Advisors first reported a position in GEM in Q4 2024 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

LifePlan Investment Advisors held 27,567 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $1.43M as of Q2 2026.
LifePlan Investment Advisors sold 1,470 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $72.9K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.49% of LifePlan Investment Advisors's portfolio in Q2 2026, its #58 holding.
LifePlan Investment Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.