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

Smallwood Wealth 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
2026 Q1	–	Sell	-2	Closed	-$83	–	534
2025 Q4	$83	Hold	2	–	–	﹤0.01%	484
2025 Q3	$81	Buy	+2	New	+$77	﹤0.01%	497

Other funds holding GEM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

HWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smallwood Wealth Investment Management's GEM Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2026, closing a stake of 2 shares — an estimated $83 sold.

Smallwood Wealth Investment Management first reported a position in GEM in Q3 2025 and held it in 2 quarters. The position peaked at $83 in Q4 2025. 182 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

Smallwood Wealth Investment Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Smallwood Wealth Investment Management sold 2 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $83.
Smallwood Wealth Investment Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2025 and held it in 2 quarters.
Smallwood Wealth Investment Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $83 in Q4 2025.
182 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.