Riverpoint Wealth Management Holdings’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Riverpoint Wealth Management Holdings’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 Q4	–	Sell	-9,749	Closed	-$362K	–	50
2021 Q3	$362K	Sell	9,749 -35,398	-78%	-$1.38M	0.13%	45
2021 Q2	$1.84M	Buy	45,147 +682	+2%	+$27.6K	0.51%	27
2021 Q1	$1.76M	Buy	44,465 +14,576	+49%	+$584K	0.53%	26
2020 Q4	$1.14M	Buy	29,889 +1,902	+7%	+$67.4K	0.36%	38
2020 Q3	$918K	Buy	27,987 +574	+2%	+$18.9K	0.33%	38
2020 Q2	$830K	Buy	27,413 +176	+0.6%	+$5.05K	0.32%	36
2020 Q1	$713K	Buy	+27,237	New	+$858K	0.35%	34

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Riverpoint Wealth Management Holdings's GEM Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2021, closing a stake of 9,749 shares — an estimated $362K sold.

Riverpoint Wealth Management Holdings first reported a position in GEM in Q1 2020 and held it in 7 quarters. The position peaked at $1.84M in Q2 2021. 156 funds tracked by Wall St. Rank hold GEM as of Q4 2021.

Riverpoint Wealth Management Holdings reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 9,749 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2021, an estimated $362K.
Riverpoint Wealth Management Holdings first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2020 and held it in 7 quarters.
Riverpoint Wealth Management Holdings's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $1.84M in Q2 2021.
156 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.