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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

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

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

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Beacon Financial Advisory's GEM Position: Q2 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 3.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 10,337 shares worth $538K. The position accounts for 0.11% of the portfolio, ranked #232.

Beacon Financial Advisory first reported a position in GEM in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Beacon Financial Advisory held 10,337 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $538K as of Q2 2026.
Beacon Financial Advisory bought 313 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $15.5K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #232 holding.
Beacon Financial Advisory first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
204 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.