Root Financial Partners’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Root Financial Partners’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
2026 Q3	$51.7K	Buy	+1,012	New	+$51.2K	﹤0.01%	1068
2026 Q2	–	Sell	-1,021	Closed	-$44.1K	–	1498
2026 Q1	$44.1K	Hold	1,021	–	–	﹤0.01%	929
2025 Q4	$42.5K	Hold	1,021	–	–	﹤0.01%	783
2025 Q3	$41.6K	Buy	+1,021	New	+$39.5K	﹤0.01%	736

Other funds holding GEM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's GEM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2026: 1,012 shares worth $51.7K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GEM as recently as Q1 2026.

Root Financial Partners first reported a position in GEM in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold GEM as of Q3 2026.

Root Financial Partners held 1,012 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $51.7K as of Q3 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF was a new Root Financial Partners position in Q3 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1068 holding.
Root Financial Partners first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
154 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.