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

Worth Financial Advisory Group’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	$750K	Buy	14,422 +14,012	+3,418%	+$695K	0.31%	79
2026 Q1	$322K	Sell	410 -13,333	-97%	-$596K	0.14%	44
2025 Q4	$572K	Sell	13,743 -30	-0.2%	-$1.25K	0.28%	86
2025 Q3	$561K	Buy	13,773 +70	+0.5%	+$2.71K	0.31%	77
2025 Q2	$510K	Sell	13,703 -596	-4%	-$20.5K	0.31%	79
2025 Q1	$474K	Sell	14,299 -240	-2%	-$7.9K	0.3%	82
2024 Q4	$464K	Sell	14,539 -82	-0.6%	-$2.78K	0.29%	83
2024 Q3	$513K	Hold	14,621	–	–	0.3%	77
2024 Q2	$478K	Buy	14,621 +187	+1%	+$5.99K	0.31%	80
2024 Q1	$452K	Buy	14,434 +103	+0.7%	+$3.14K	0.31%	81
2023 Q4	$440K	Buy	14,331 +174	+1%	+$5.08K	0.35%	79
2023 Q3	$406K	Buy	14,157 +1,816	+15%	+$54.2K	0.37%	79
2023 Q2	$369K	Sell	12,341 -1,650	-12%	-$49.2K	0.34%	80
2023 Q1	$417K	Buy	+13,991	New	+$417K	0.4%	69

Other funds holding GEM

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

SWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Worth Financial Advisory Group's GEM Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake by 3,418% in Q2 2026, buying an estimated $695K and bringing the position to 14,422 shares worth $750K. The position accounts for 0.31% of the portfolio, ranked #79.

Worth Financial Advisory Group first reported a position in GEM in Q1 2023 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold GEM as of Q2 2026.

Worth Financial Advisory Group held 14,422 shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF worth $750K as of Q2 2026.
Worth Financial Advisory Group bought 14,012 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q2 2026, an estimated $695K.
Goldman Sachs ActiveBeta Emerging Markets Equity ETF made up 0.31% of Worth Financial Advisory Group's portfolio in Q2 2026, its #79 holding.
Worth Financial Advisory Group first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
204 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.