Acorn Financial Advisory Services’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Acorn Financial Advisory Services’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,060	Closed	-$468K	–	202
2024 Q4	$468K	Hold	4,060	–	–	0.08%	126
2024 Q3	$459K	Sell	4,060 -569	-12%	-$61.8K	0.08%	119
2024 Q2	$495K	Sell	4,629 -402	-8%	-$41.5K	0.09%	107
2024 Q1	$522K	Buy	5,031 +57	+1%	+$5.62K	0.1%	104
2023 Q4	$467K	Hold	4,974	–	–	0.08%	146
2023 Q3	$419K	Sell	4,974 -379	-7%	-$33.2K	0.07%	151
2023 Q2	$467K	Sell	5,353 -380	-7%	-$31.5K	0.08%	142
2023 Q1	$466K	Hold	5,733	–	–	0.09%	130
2022 Q4	$436K	Hold	5,733	–	–	0.09%	124
2022 Q3	$407K	Sell	5,733 -7	-0.1%	-$552	0.1%	138
2022 Q2	$430K	Sell	5,740 -67	-1%	-$5.44K	0.1%	129
2022 Q1	$517K	Sell	5,807 -152	-3%	-$13.4K	0.1%	131
2021 Q4	$567K	Sell	5,959 -754	-11%	-$69.3K	0.11%	124
2021 Q3	$578K	Hold	6,713	–	–	0.18%	118
2021 Q2	$578K	Hold	6,713	–	–	0.17%	135
2021 Q1	$531K	Sell	6,713 -287	-4%	-$22.3K	0.19%	119
2020 Q4	$530K	Buy	7,000 +20	+0.3%	+$1.44K	0.21%	124
2020 Q3	$475K	Hold	6,980	–	–	0.25%	110
2020 Q2	$437K	Buy	6,980 +1,279	+22%	+$75.8K	0.3%	112
2020 Q1	$298K	Buy	5,701 +1,228	+27%	+$75.7K	0.29%	116
2019 Q4	$289K	Buy	+4,473	New	+$277K	0.24%	132

Other funds holding GSLC

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

SWM

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

Acorn Financial Advisory Services's GSLC Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2025, closing a stake of 4,060 shares — an estimated $468K sold.

Acorn Financial Advisory Services first reported a position in GSLC in Q4 2019 and held it in 21 quarters. The position peaked at $578K in Q3 2021. 539 funds tracked by Wall St. Rank hold GSLC as of Q1 2025.

Acorn Financial Advisory Services reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 4,060 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2025, an estimated $468K.
Acorn Financial Advisory Services first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2019 and held it in 21 quarters.
Acorn Financial Advisory Services's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $578K in Q3 2021.
539 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.