EH
GSWO

Equitable Holdings’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Equitable Holdings’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,405
Closed -$366K – 1360
2024
Q4 		$366K Buy
7,405
+782
+12% +$39.6K ﹤0.01% 974
2024
Q3 		$337K Buy
6,623
+501
+8% +$24.4K ﹤0.01% 998
2024
Q2 		$287K Buy
+6,122
New +$283K ﹤0.01% 1004

Other funds holding GSWO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Equitable Holdings's GSWO Position: Q1 2025 in Review

Equitable Holdings sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q1 2025, closing a stake of 7,405 shares — an estimated $366K sold.

Equitable Holdings first reported a position in GSWO in Q2 2024 and held it in 3 quarters. The position peaked at $366K in Q4 2024. 29 funds tracked by Wall St. Rank hold GSWO as of Q1 2025.

  • Equitable Holdings reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Equitable Holdings sold 7,405 Goldman Sachs ActiveBeta World Equity ETF shares in Q1 2025, an estimated $366K.
  • Equitable Holdings first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q2 2024 and held it in 3 quarters.
  • Equitable Holdings's Goldman Sachs ActiveBeta World Equity ETF position peaked at $366K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q1 2025.

Based on Equitable Holdings's 13F filing for Q1 2025, filed 13 May 2025.