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Rockbridge Investment Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-24
Closed -$737 – 317
2023
Q4 		$737 Buy
+24
New +$700 ﹤0.01% 598

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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's GEM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2024, closing a stake of 24 shares — an estimated $737 sold.

Rockbridge Investment Management first reported a position in GEM in Q4 2023 and held it in 1 quarter. The position peaked at $737 in Q4 2023. 135 funds tracked by Wall St. Rank hold GEM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 24 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2024, an estimated $737.
  • Rockbridge Investment Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $737 in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.