Jones Financial Companies’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Jones Financial Companies’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 Q1	$372K	Buy	8,846 +5,081	+135%	+$227K	﹤0.01%	2177
2025 Q4	$157K	Buy	3,765 +835	+28%	+$34.8K	﹤0.01%	2022
2025 Q3	$118K	Buy	2,930 +637	+28%	+$24.6K	﹤0.01%	2016
2025 Q2	$85.1K	Sell	2,293 -1,496	-39%	-$51.4K	﹤0.01%	1995
2025 Q1	$126K	Buy	3,789 +218	+6%	+$7.18K	﹤0.01%	1675
2024 Q4	$114K	Buy	3,571 +871	+32%	+$29.5K	﹤0.01%	1581
2024 Q3	$96.2K	Buy	2,700 +2,350	+671%	+$77.6K	﹤0.01%	1420
2024 Q2	$11.4K	Buy	+350	New	+$11.2K	﹤0.01%	1717

Other funds holding GEM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's GEM Position: Q1 2026 in Review

Jones Financial Companies increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 135% in Q1 2026, buying an estimated $227K and bringing the position to 8,846 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Jones Financial Companies first reported a position in GEM in Q2 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold GEM as of Q1 2026.

Jones Financial Companies held 8,846 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $372K as of Q1 2026.
Jones Financial Companies bought 5,081 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q1 2026, an estimated $227K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2177 holding.
Jones Financial Companies first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.