Wilbanks Smith & Thomas Asset Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-8,910	Closed	-$330K	–	519
2021 Q4	$330K	Hold	8,910	–	–	0.01%	395
2021 Q3	$331K	Hold	8,910	–	–	0.01%	365
2021 Q2	$364K	Hold	8,910	–	–	0.01%	354
2021 Q1	$352K	Hold	8,910	–	–	0.02%	339
2020 Q4	$340K	Sell	8,910 -211	-2%	-$7.47K	0.02%	315
2020 Q3	$299K	Buy	9,121 +211	+2%	+$6.95K	0.02%	312
2020 Q2	$270K	Hold	8,910	–	–	0.02%	322
2020 Q1	$233K	Hold	8,910	–	–	0.02%	318
2019 Q4	$306K	Hold	8,910	–	–	0.02%	325
2019 Q3	$279K	Hold	8,910	–	–	0.02%	326
2019 Q2	$293K	Hold	8,910	–	–	0.02%	314
2019 Q1	$290K	Hold	8,910	–	–	0.02%	315
2018 Q4	$268K	Buy	8,910 +2,280	+34%	+$69.8K	0.02%	280
2018 Q3	$217K	Hold	6,630	–	–	0.01%	376
2018 Q2	$220K	Hold	6,630	–	–	0.02%	323
2018 Q1	$243K	Hold	6,630	–	–	0.02%	300
2017 Q4	$237K	Hold	6,630	–	–	0.02%	304
2017 Q3	$222K	Hold	6,630	–	–	0.02%	306
2017 Q2	$207K	Buy	+6,630	New	+$205K	0.02%	308

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

Wilbanks Smith & Thomas Asset Management's GEM Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q1 2022, closing a stake of 8,910 shares — an estimated $330K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in GEM in Q2 2017 and held it in 19 quarters. The position peaked at $364K in Q2 2021. 156 funds tracked by Wall St. Rank hold GEM as of Q1 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,910 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2022, an estimated $330K.
Wilbanks Smith & Thomas Asset Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2017 and held it in 19 quarters.
Wilbanks Smith & Thomas Asset Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $364K in Q2 2021.
156 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.