WealthPLAN Partners’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-73	Closed	-$2.18K	–	615
2023 Q2	$2.18K	Buy	+73	New	+$2.18K	﹤0.01%	1067

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 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

WealthPLAN Partners's GEM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2023, closing a stake of 73 shares — an estimated $2.18K sold.

WealthPLAN Partners first reported a position in GEM in Q2 2023 and held it in 1 quarter. The position peaked at $2.18K in Q2 2023. 146 funds tracked by Wall St. Rank hold GEM as of Q3 2023.

WealthPLAN Partners reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 73 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2023, an estimated $2.18K.
WealthPLAN Partners first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $2.18K in Q2 2023.
146 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.