MGO Private Wealth’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

MGO Private Wealth’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
2023 Q3	–	Sell	-7,217	Closed	-$216K	–	72
2023 Q2	$216K	Sell	7,217 -73	-1%	-$2.18K	0.16%	63
2023 Q1	$217K	Sell	7,290 -16,473	-69%	-$492K	0.17%	67
2022 Q4	$673K	Sell	23,763 -42,789	-64%	-$1.17M	0.31%	64
2022 Q3	$1.72M	Buy	+66,552	New	+$1.92M	0.82%	25

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

MGO Private Wealth's GEM Position: Q3 2023 in Review

MGO Private Wealth sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2023, closing a stake of 7,217 shares — an estimated $216K sold.

MGO Private Wealth first reported a position in GEM in Q3 2022 and held it in 4 quarters. The position peaked at $1.72M in Q3 2022. 147 funds tracked by Wall St. Rank hold GEM as of Q3 2023.

MGO Private Wealth reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
MGO Private Wealth sold 7,217 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2023, an estimated $216K.
MGO Private Wealth first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2022 and held it in 4 quarters.
MGO Private Wealth's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.72M in Q3 2022.
147 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2023.

Based on MGO Private Wealth's 13F filing for Q3 2023, filed 1 Nov 2023.