Beacon Financial Advisory’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Beacon Financial Advisory’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 Q3	$594K	Buy	11,626 +1,289	+12%	+$65.2K	0.11%	220
2026 Q2	$538K	Buy	10,337 +313	+3%	+$15.5K	0.11%	232
2026 Q1	$433K	Buy	10,024 +1,093	+12%	+$48.9K	0.1%	250
2025 Q4	$372K	Buy	+8,931	New	+$372K	0.09%	260

Other funds holding GEM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Beacon Financial Advisory's GEM Position: Q3 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 12% in Q3 2026, buying an estimated $65.2K and bringing the position to 11,626 shares worth $594K. The position accounts for 0.11% of the portfolio, ranked #220.

Beacon Financial Advisory first reported a position in GEM in Q4 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold GEM as of Q3 2026.

Beacon Financial Advisory held 11,626 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $594K as of Q3 2026.
Beacon Financial Advisory bought 1,289 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2026, an estimated $65.2K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q3 2026, its #220 holding.
Beacon Financial Advisory first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
172 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.