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 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 $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GSIE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q1 2026, closing a stake of 6,580 shares — an estimated $283K sold.

Heritage Wealth Management (Ohio) first reported a position in GSIE in Q3 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 331 funds tracked by Wall St. Rank hold GSIE as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 6,580 Goldman Sachs ActiveBeta International Equity ETF shares in Q1 2026, an estimated $283K.
Heritage Wealth Management (Ohio) first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q3 2025 and held it in 2 quarters.
Heritage Wealth Management (Ohio)'s Goldman Sachs ActiveBeta International Equity ETF position peaked at $283K in Q4 2025.
331 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.