CAWM
GSIE icon

Capital Advisors Wealth Management’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Capital Advisors Wealth Management’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
2024
Q4 		– Sell
-6,046
Closed -$219K – 178
2024
Q3 		$219K Buy
6,046
+38
+0.6% +$1.32K 0.04% 158
2024
Q2 		$202K Buy
6,008
+79
+1% +$2.69K 0.04% 156
2024
Q1 		$203K Buy
+5,929
New +$196K 0.04% 149
2023
Q4 		– Sell
-29,120
Closed -$874K – 151
2023
Q3 		$874K Buy
29,120
+12,088
+71% +$377K 0.23% 59
2023
Q2 		$534K Buy
17,032
+2,712
+19% +$85.1K 0.14% 79
2023
Q1 		$441K Buy
14,320
+1,980
+16% +$60.2K 0.12% 83
2022
Q4 		$355K Buy
12,340
+2,106
+21% +$58.1K 0.11% 88
2022
Q3 		$253K Buy
10,234
+757
+8% +$21K 0.08% 99
2022
Q2 		$263K Buy
+9,477
New +$287K 0.09% 96

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return