HA
GSWO

Herold Advisors’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Herold Advisors’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
2023
Q4 		– Sell
-22,972
Closed -$918K – 256
2023
Q3 		$918K Buy
22,972
+634
+3% +$26.1K 0.28% 107
2023
Q2 		$924K Buy
22,338
+409
+2% +$16.5K 0.28% 108
2023
Q1 		$870K Buy
+21,929
New +$857K 0.3% 95

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Herold Advisors's GSWO Position: Q4 2023 in Review

Herold Advisors sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q4 2023, closing a stake of 22,972 shares — an estimated $918K sold.

Herold Advisors first reported a position in GSWO in Q1 2023 and held it in 3 quarters. The position peaked at $924K in Q2 2023. 30 funds tracked by Wall St. Rank hold GSWO as of Q4 2023.

  • Herold Advisors reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Herold Advisors sold 22,972 Goldman Sachs ActiveBeta World Equity ETF shares in Q4 2023, an estimated $918K.
  • Herold Advisors first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2023 and held it in 3 quarters.
  • Herold Advisors's Goldman Sachs ActiveBeta World Equity ETF position peaked at $924K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q4 2023.

Based on Herold Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.