Stonehaven Wealth & Tax Solutions’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025 Q1	–	Sell	-13,006	Closed	-$415K	–	77
2024 Q4	$415K	Buy	+13,006	New	+$441K	0.45%	48

Other funds holding GEM

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stonehaven Wealth & Tax Solutions's GEM Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2025, closing a stake of 13,006 shares — an estimated $415K sold.

Stonehaven Wealth & Tax Solutions first reported a position in GEM in Q4 2024 and held it in 1 quarter. The position peaked at $415K in Q4 2024. 150 funds tracked by Wall St. Rank hold GEM as of Q1 2025.

Stonehaven Wealth & Tax Solutions reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 13,006 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2025, an estimated $415K.
Stonehaven Wealth & Tax Solutions first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
Stonehaven Wealth & Tax Solutions's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $415K in Q4 2024.
150 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.