Strategies Wealth Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Strategies Wealth Advisors’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	$518K	Hold	11,997	–	–	0.05%	99
2025 Q4	$499K	Hold	11,997	–	–	0.05%	98
2025 Q3	$489K	Hold	11,997	–	–	0.05%	109
2025 Q2	$446K	Hold	11,997	–	–	0.05%	113
2025 Q1	$398K	Hold	11,997	–	–	0.05%	119
2024 Q4	$397K	Sell	11,997 -1,377	-10%	-$46.7K	0.05%	93
2024 Q3	$470K	Hold	13,374	–	–	0.06%	66
2024 Q2	$437K	Hold	13,374	–	–	0.06%	63
2024 Q1	$419K	Hold	13,374	–	–	0.06%	70
2023 Q4	$410K	Sell	13,374 -1,494	-10%	-$43.6K	0.07%	67
2023 Q3	$426K	Sell	14,868 -730	-5%	-$21.8K	0.08%	57
2023 Q2	$466K	Sell	15,598 -227	-1%	-$6.77K	0.1%	60
2023 Q1	$471K	Sell	15,825 -200	-1%	-$5.97K	0.1%	57
2022 Q4	$454K	Buy	+16,025	New	+$439K	0.11%	56
2022 Q2	$474K	Buy	15,917 +190	+1%	+$6K	0.14%	56
2022 Q1	$533K	Buy	15,727 +103	+0.7%	+$3.66K	0.14%	52
2021 Q4	$578K	Buy	+15,624	New	+$580K	0.16%	51

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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Strategies Wealth Advisors's GEM Position: Q1 2026 in Review

Strategies Wealth Advisors held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q1 2026 at 11,997 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #99.

Strategies Wealth Advisors first reported a position in GEM in Q4 2021 and has held it in 17 quarters since. The position peaked at $578K in Q4 2021. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

Strategies Wealth Advisors held 11,997 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $518K as of Q1 2026.
Strategies Wealth Advisors left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q1 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.05% of Strategies Wealth Advisors's portfolio in Q1 2026, its #99 holding.
Strategies Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $578K in Q4 2021.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.