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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return