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 San Francisco, California $617B AUM 30.33% 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

SWM

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

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

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

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Advisors Wealth Management's GSIE Position: Q4 2024 in Review

Capital Advisors Wealth Management sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q4 2024, closing a stake of 6,046 shares — an estimated $219K sold.

Capital Advisors Wealth Management first reported a position in GSIE in Q2 2022 and held it in 9 quarters. The position peaked at $874K in Q3 2023. 266 funds tracked by Wall St. Rank hold GSIE as of Q4 2024.

Capital Advisors Wealth Management reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q4 2024 after selling out during the quarter.
Capital Advisors Wealth Management sold 6,046 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2024, an estimated $219K.
Capital Advisors Wealth Management first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q2 2022 and held it in 9 quarters.
Capital Advisors Wealth Management's Goldman Sachs ActiveBeta International Equity ETF position peaked at $874K in Q3 2023.
266 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.