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

Heritage Wealth Management (Ohio)’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
2026 Q2	$301K	Buy	+6,576	New	+$299K	0.08%	224
2026 Q1	–	Sell	-6,580	Closed	-$283K	–	184
2025 Q4	$283K	Hold	6,580	–	–	0.08%	207
2025 Q3	$270K	Buy	+6,580	New	+$266K	0.08%	204

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

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GSIE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q2 2026: 6,576 shares worth $301K. The stake represents 0.08% of the portfolio and ranks #224 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in GSIE as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in GSIE in Q3 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold GSIE as of Q2 2026.

Heritage Wealth Management (Ohio) held 6,576 shares of Goldman Sachs ActiveBeta International Equity ETF worth $301K as of Q2 2026.
Goldman Sachs ActiveBeta International Equity ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Goldman Sachs ActiveBeta International Equity ETF made up 0.08% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #224 holding.
Heritage Wealth Management (Ohio) first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q3 2025 and has held it in 3 quarters since.
350 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.