PWS
GEM icon

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

Precision Wealth Strategies’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
2021
Q3 		– Sell
-23,059
Closed -$941K – 123
2021
Q2 		$941K Buy
+23,059
New +$932K 0.81% 22

Other funds holding GEM

Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Precision Wealth Strategies's GEM Position: Q3 2021 in Review

Precision Wealth Strategies sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2021, closing a stake of 23,059 shares — an estimated $941K sold.

Precision Wealth Strategies first reported a position in GEM in Q2 2021 and held it in 1 quarter. The position peaked at $941K in Q2 2021. 148 funds tracked by Wall St. Rank hold GEM as of Q3 2021.

  • Precision Wealth Strategies reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 23,059 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2021, an estimated $941K.
  • Precision Wealth Strategies first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2021 and held it in 1 quarter.
  • Precision Wealth Strategies's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $941K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2021.

Based on Precision Wealth Strategies's 13F filing for Q3 2021, filed 2 Nov 2021.