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

Pinnacle 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
2022 Q1	–	Sell	-7,102	Closed	-$263K	–	317
2021 Q4	$263K	Buy	+7,102	New	+$264K	0.08%	237

Other funds holding GEM

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 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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Pinnacle Private Wealth's GEM Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2022, closing a stake of 7,102 shares — an estimated $263K sold.

Pinnacle Private Wealth first reported a position in GEM in Q4 2021 and held it in 1 quarter. The position peaked at $263K in Q4 2021. 156 funds tracked by Wall St. Rank hold GEM as of Q1 2022.

Pinnacle Private Wealth reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 7,102 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2022, an estimated $263K.
Pinnacle Private Wealth first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
Pinnacle Private Wealth's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $263K in Q4 2021.
156 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.