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Heritage Wealth Management (Arizona)’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$8K Sell
235
-431
-65% -$15.3K ﹤0.01% 678
2021
Q2 		$23K Sell
666
-165
-20% -$5.75K 0.01% 541
2021
Q1 		$27K Buy
+831
New +$27.3K 0.02% 456

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GSIE Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its Goldman Sachs ActiveBeta International Equity ETF (GSIE) stake by 65% in Q3 2021, selling an estimated $15.3K and leaving 235 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Heritage Wealth Management (Arizona) first reported a position in GSIE in Q1 2021 and has held it in 3 quarters since. The position peaked at $27K in Q1 2021. 193 funds tracked by Wall St. Rank hold GSIE as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 235 shares of Goldman Sachs ActiveBeta International Equity ETF worth $8K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 431 Goldman Sachs ActiveBeta International Equity ETF shares in Q3 2021, an estimated $15.3K.
  • Goldman Sachs ActiveBeta International Equity ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #678 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Goldman Sachs ActiveBeta International Equity ETF position peaked at $27K in Q1 2021.
  • 193 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.