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Bartlett & Co’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Bartlett & Co’s Portfolio GSIE Stock Details GSIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$32K Buy
978
+947
+3,055% +$29K ﹤0.01% 779
2023
Q3 		$1K Buy
+31
New +$966 ﹤0.01% 1099
2021
Q4 		– Sell
-480
Closed -$16K – 586
2021
Q3 		$16K Buy
+480
New +$17K ﹤0.01% 660

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bartlett & Co's GSIE Position: Q4 2023 in Review

Bartlett & Co increased its Goldman Sachs ActiveBeta International Equity ETF (GSIE) stake by 3,055% in Q4 2023, buying an estimated $29K and bringing the position to 978 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Bartlett & Co first reported a position in GSIE in Q3 2021 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold GSIE as of Q4 2023.

  • Bartlett & Co held 978 shares of Goldman Sachs ActiveBeta International Equity ETF worth $32K as of Q4 2023.
  • Bartlett & Co bought 947 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2023, an estimated $29K.
  • Goldman Sachs ActiveBeta International Equity ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #779 holding.
  • Bartlett & Co first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q3 2021 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.