UCFA
GEM icon

United Capital Financial Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

United Capital Financial 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 		$33.4M Buy
642,877
+89,640
+16% +$4.44M 0.18% 109
2026
Q1 		$23.9M Buy
553,237
+262,470
+90% +$11.7M 0.15% 129
2025
Q4 		$12.1M Buy
+290,767
New +$12.1M 0.07% 206

Other funds holding GEM

Wells Fargo
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
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
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
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

United Capital Financial Advisors's GEM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 16% in Q2 2026, buying an estimated $4.44M and bringing the position to 642,877 shares worth $33.4M. The position accounts for 0.18% of the portfolio, ranked #109.

United Capital Financial Advisors first reported a position in GEM in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

  • United Capital Financial Advisors held 642,877 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $33.4M as of Q2 2026.
  • United Capital Financial Advisors bought 89,640 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.44M.
  • Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.18% of United Capital Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • United Capital Financial Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.