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 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Root Financial Partners's GEM Position: Q2 2026 in Review

Root Financial Partners sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q2 2026, closing a stake of 1,021 shares — an estimated $44.1K sold.

Root Financial Partners first reported a position in GEM in Q3 2025 and held it in 3 quarters. The position peaked at $44.1K in Q1 2026. 66 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Root Financial Partners reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,021 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $44.1K.
Root Financial Partners first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $44.1K in Q1 2026.
66 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.