Global Retirement Partners’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-2,553	Closed	-$145K	–	4314
2025 Q3	$145K	Buy	2,553 +163	+7%	+$9.09K	﹤0.01%	1337
2025 Q2	$131K	Buy	+2,390	New	+$125K	﹤0.01%	1300
2024 Q4	$116K	Buy	2,350 +1,205	+105%	+$61.1K	﹤0.01%	1199
2024 Q3	$58.2K	Sell	1,145 -20	-2%	-$976	﹤0.01%	1494
2024 Q2	$54.6K	Sell	1,165 -177	-13%	-$8.17K	﹤0.01%	1491
2024 Q1	$63K	Sell	1,342 -855	-39%	-$38.6K	﹤0.01%	1305
2023 Q4	$96.2K	Sell	2,197 -316	-13%	-$13.1K	﹤0.01%	1070
2023 Q3	$99.5K	Buy	2,513 +326	+15%	+$13.4K	0.01%	935
2023 Q2	$90.5K	Buy	2,187 +534	+32%	+$21.6K	﹤0.01%	994
2023 Q1	$66.6K	Buy	+1,653	New	+$64.6K	﹤0.01%	1108

Other funds holding GSWO

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's GSWO Position: Q4 2025 in Review

Global Retirement Partners sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q4 2025, closing a stake of 2,553 shares — an estimated $145K sold.

Global Retirement Partners first reported a position in GSWO in Q1 2023 and held it in 10 quarters. The position peaked at $145K in Q3 2025. 44 funds tracked by Wall St. Rank hold GSWO as of Q4 2025.

Global Retirement Partners reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 2,553 Goldman Sachs ActiveBeta World Equity ETF shares in Q4 2025, an estimated $145K.
Global Retirement Partners first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2023 and held it in 10 quarters.
Global Retirement Partners's Goldman Sachs ActiveBeta World Equity ETF position peaked at $145K in Q3 2025.
44 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.