Teamwork Financial Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Teamwork Financial 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
2022 Q1	–	Sell	-7,173	Closed	-$265K	–	281
2021 Q4	$265K	Buy	7,173 +656	+10%	+$24.4K	0.05%	251
2021 Q3	$242K	Sell	6,517 -1,146	-15%	-$44.6K	0.05%	242
2021 Q2	$313K	Sell	7,663 -1,244	-14%	-$50.3K	0.06%	191
2021 Q1	$352K	Sell	8,907 -2,084	-19%	-$83.5K	0.08%	176
2020 Q4	$420K	Sell	10,991 -702	-6%	-$24.9K	0.1%	139
2020 Q3	$383K	Buy	11,693 +506	+5%	+$16.7K	0.12%	132
2020 Q2	$339K	Sell	11,187 -5,958	-35%	-$171K	0.12%	136
2020 Q1	$449K	Sell	17,145 -228	-1%	-$7.18K	0.28%	67
2019 Q4	$597K	Buy	+17,373	New	+$570K	0.36%	62

Other funds holding GEM

Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Teamwork Financial Advisors's GEM Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2022, closing a stake of 7,173 shares — an estimated $265K sold.

Teamwork Financial Advisors first reported a position in GEM in Q4 2019 and held it in 9 quarters. The position peaked at $597K in Q4 2019. 156 funds tracked by Wall St. Rank hold GEM as of Q1 2022.

Teamwork Financial Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 7,173 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2022, an estimated $265K.
Teamwork Financial Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2019 and held it in 9 quarters.
Teamwork Financial Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $597K in Q4 2019.
156 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.