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Newman Dignan & Sheerar Inc’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Newman Dignan & Sheerar Inc’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
Q2 		– Sell
-6,030
Closed -$204K – 188
2022
Q1 		$204K Sell
6,030
-1,721
-22% -$61.2K 0.04% 183
2021
Q4 		$287K Buy
7,751
+162
+2% +$6.01K 0.09% 163
2021
Q3 		$282K Buy
7,589
+31
+0.4% +$1.21K 0.08% 156
2021
Q2 		$308K Buy
7,558
+12
+0.2% +$485 0.1% 147
2021
Q1 		$298K Buy
7,546
+152
+2% +$6.09K 0.11% 142
2020
Q4 		$282K Buy
7,394
+139
+2% +$4.92K 0.05% 136
2020
Q3 		$238K Sell
7,255
-186
-2% -$6.13K 0.1% 146
2020
Q2 		$246K Sell
7,441
-981
-12% -$28.1K 0.11% 130
2020
Q1 		$230K Sell
8,422
-1,510
-15% -$47.6K 0.12% 129
2019
Q4 		$341K Buy
9,932
+586
+6% +$19.2K 0.04% 121
2019
Q3 		$293K Buy
9,346
+635
+7% +$20.2K 0.14% 124
2019
Q2 		$286K Buy
8,711
+789
+10% +$25.6K 0.13% 139
2019
Q1 		$258K Buy
+7,922
New +$256K 0.1% 135

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 $4B AUM 10.86% 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
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newman Dignan & Sheerar Inc's GEM Position: Q2 2022 in Review

Newman Dignan & Sheerar Inc sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q2 2022, closing a stake of 6,030 shares — an estimated $204K sold.

Newman Dignan & Sheerar Inc first reported a position in GEM in Q1 2019 and held it in 13 quarters. The position peaked at $341K in Q4 2019. 151 funds tracked by Wall St. Rank hold GEM as of Q2 2022.

  • Newman Dignan & Sheerar Inc reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 6,030 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2022, an estimated $204K.
  • Newman Dignan & Sheerar Inc first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2019 and held it in 13 quarters.
  • Newman Dignan & Sheerar Inc's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $341K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2022.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2022, filed 3 Aug 2022.