IAM Advisory’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

IAM Advisory’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
2022 Q1	–	Sell	-256,851	Closed	-$8.93M	–	79
2021 Q4	$8.93M	Buy	256,851 +5,428	+2%	+$190K	3.53%	6
2021 Q3	$8.57M	Buy	+251,423	New	+$8.91M	3.64%	5

Other funds holding GSIE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

SWM

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

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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

IAM Advisory's GSIE Position: Q1 2022 in Review

IAM Advisory sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q1 2022, closing a stake of 256,851 shares — an estimated $8.93M sold.

IAM Advisory first reported a position in GSIE in Q3 2021 and held it in 2 quarters. The position peaked at $8.93M in Q4 2021. 217 funds tracked by Wall St. Rank hold GSIE as of Q1 2022.

IAM Advisory reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q1 2022 after selling out during the quarter.
IAM Advisory sold 256,851 Goldman Sachs ActiveBeta International Equity ETF shares in Q1 2022, an estimated $8.93M.
IAM Advisory first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q3 2021 and held it in 2 quarters.
IAM Advisory's Goldman Sachs ActiveBeta International Equity ETF position peaked at $8.93M in Q4 2021.
217 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q1 2022.

Based on IAM Advisory's 13F filing for Q1 2022, filed 14 Apr 2022.