MW
GEM icon

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

Milestone 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
2022
Q3 		$1.04M Sell
40,263
-1,237
-3% -$35.7K 1.16% 18
2022
Q2 		$1.24M Sell
41,500
-39,466
-49% -$1.25M 1.3% 16
2022
Q1 		$3M Sell
80,966
-986
-1% -$35.1K 2.44% 11
2021
Q4 		$3.04M Buy
+81,952
New +$3.04M 2.43% 11

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's GEM Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 3% in Q3 2022, selling an estimated $35.7K and leaving 40,263 shares worth $1.04M. The position accounts for 1.16% of the portfolio, ranked #18.

Milestone Wealth first reported a position in GEM in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.04M in Q4 2021. 153 funds tracked by Wall St. Rank hold GEM as of Q3 2022.

  • Milestone Wealth held 40,263 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $1.04M as of Q3 2022.
  • Milestone Wealth sold 1,237 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2022, an estimated $35.7K.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 1.16% of Milestone Wealth's portfolio in Q3 2022, its #18 holding.
  • Milestone Wealth first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $3.04M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.