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

Stone House 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 Q3	–	Sell	-1,282	Closed	-$41.9K	–	393
2024 Q2	$41.9K	Sell	1,282 -103	-7%	-$3.3K	0.01%	139
2024 Q1	$43.4K	Sell	1,385 -224	-14%	-$6.82K	0.01%	139
2023 Q4	$49.4K	Hold	1,609	–	–	0.02%	87
2023 Q3	$46.1K	Buy	1,609 +81	+5%	+$2.42K	0.02%	85
2023 Q2	$45.7K	Buy	1,528 +10	+0.7%	+$298	0.02%	86
2023 Q1	$45.2K	Buy	+1,518	New	+$45.3K	0.02%	94

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ABTD

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

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

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

Stone House Investment Management's GEM Position: Q3 2024 in Review

Stone House Investment Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2024, closing a stake of 1,282 shares — an estimated $41.9K sold.

Stone House Investment Management first reported a position in GEM in Q1 2023 and held it in 6 quarters. The position peaked at $49.4K in Q4 2023. 143 funds tracked by Wall St. Rank hold GEM as of Q3 2024.

Stone House Investment Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
Stone House Investment Management sold 1,282 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2024, an estimated $41.9K.
Stone House Investment Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2023 and held it in 6 quarters.
Stone House Investment Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $49.4K in Q4 2023.
143 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.