Mount Yale Investment Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Mount Yale Investment Advisors’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	$11.2M	Buy	214,661 +556	+0.3%	+$27.6K	0.21%	107
2026 Q1	$9.25M	Buy	214,105 +62,369	+41%	+$2.79M	0.21%	103
2025 Q4	$6.32M	Buy	151,736 +101,591	+203%	+$4.23M	0.3%	69
2025 Q3	$2.04M	Buy	+50,145	New	+$1.94M	0.14%	159

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

Mount Yale Investment Advisors's GEM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 0.26% in Q2 2026, buying an estimated $27.6K and bringing the position to 214,661 shares worth $11.2M. The position accounts for 0.21% of the portfolio, ranked #107.

Mount Yale Investment Advisors first reported a position in GEM in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Mount Yale Investment Advisors held 214,661 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $11.2M as of Q2 2026.
Mount Yale Investment Advisors bought 556 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $27.6K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.21% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #107 holding.
Mount Yale Investment Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
203 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.