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BOK Financial Private Wealth’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

BOK Financial Private Wealth’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
2022
Q4 		– Sell
-2,142
Closed -$53K – 371
2022
Q3 		$53K Sell
2,142
-3,850
-64% -$107K ﹤0.01% 242
2022
Q2 		$166K Buy
+5,992
New +$181K 0.01% 179

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

BOK Financial Private Wealth's GSIE Position: Q4 2022 in Review

BOK Financial Private Wealth sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q4 2022, closing a stake of 2,142 shares — an estimated $53K sold.

BOK Financial Private Wealth first reported a position in GSIE in Q2 2022 and held it in 2 quarters. The position peaked at $166K in Q2 2022. 217 funds tracked by Wall St. Rank hold GSIE as of Q4 2022.

  • BOK Financial Private Wealth reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q4 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 2,142 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2022, an estimated $53K.
  • BOK Financial Private Wealth first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q2 2022 and held it in 2 quarters.
  • BOK Financial Private Wealth's Goldman Sachs ActiveBeta International Equity ETF position peaked at $166K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2022.

Based on BOK Financial Private Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.