Mark Sheptoff Financial Planning’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-29	Closed	-$1.21K	–	537
2025 Q4	$1.21K	Hold	29	–	–	﹤0.01%	485
2025 Q3	$1.18K	Hold	29	–	–	﹤0.01%	458
2025 Q2	$1.08K	Hold	29	–	–	﹤0.01%	487
2025 Q1	$962	Hold	29	–	–	﹤0.01%	422
2024 Q4	$926	Hold	29	–	–	﹤0.01%	409
2024 Q3	$1.02K	Hold	29	–	–	﹤0.01%	405
2024 Q2	$947	Hold	29	–	–	﹤0.01%	405
2024 Q1	$909	Hold	29	–	–	﹤0.01%	377
2023 Q4	$890	Hold	29	–	–	﹤0.01%	373
2023 Q3	$831	Hold	29	–	–	﹤0.01%	359
2023 Q2	$867	Hold	29	–	–	﹤0.01%	368
2023 Q1	$863	Hold	29	–	–	﹤0.01%	365
2022 Q4	$821	Hold	29	–	–	﹤0.01%	372
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	346
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	362
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	408
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	437
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	380
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	399
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	360
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	339
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	313
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	343
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	324
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	352
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	345
2019 Q2	$1K	Hold	29	–	–	﹤0.01%	335
2019 Q1	$1K	Buy	+29	New	+$935	﹤0.01%	338

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

Mark Sheptoff Financial Planning's GEM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2026, closing a stake of 29 shares — an estimated $1.21K sold.

Mark Sheptoff Financial Planning first reported a position in GEM in Q1 2019 and held it in 28 quarters. The position peaked at $1.21K in Q4 2025. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 29 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.21K.
Mark Sheptoff Financial Planning first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2019 and held it in 28 quarters.
Mark Sheptoff Financial Planning's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.21K in Q4 2025.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.