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 Q2	$624K	Hold	11,997	–	–	0.06%	104
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 $617B AUM 30.33% 1-Year Est. Return

SWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWM

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

Strategies Wealth Advisors's GEM Position: Q2 2026 in Review

Strategies Wealth Advisors held its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) position steady in Q2 2026 at 11,997 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #104.

Strategies Wealth Advisors first reported a position in GEM in Q4 2021 and has held it in 18 quarters since. 204 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Strategies Wealth Advisors held 11,997 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $624K as of Q2 2026.
Strategies Wealth Advisors left its Goldman Sachs ActiveBeta Emerging Markets Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Strategies Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2021 and has held it in 18 quarters since.
204 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.