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 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 $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

LifePlan Investment Advisors's GEM Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 6.3% in Q1 2026, buying an estimated $77.4K and bringing the position to 29,037 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #56.

LifePlan Investment Advisors first reported a position in GEM in Q4 2024 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

LifePlan Investment Advisors held 29,037 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $1.25M as of Q1 2026.
LifePlan Investment Advisors bought 1,730 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $77.4K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.49% of LifePlan Investment Advisors's portfolio in Q1 2026, its #56 holding.
LifePlan Investment Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.