ICA Group Wealth Management’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

ICA Group Wealth Management’s Portfolio GSUS Stock Details GSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$52K	Sell	695 -28,415	-98%	-$2.04M	0.03%	239
2024 Q1	$2.09M	Sell	29,110 -1,521	-5%	-$104K	0.42%	47
2023 Q4	$2M	Hold	30,631	–	–	0.45%	46
2023 Q3	$1.79M	Buy	30,631 +4,045	+15%	+$246K	0.5%	45
2023 Q2	$1.61M	Buy	26,586 +26,096	+5,326%	+$1.49M	0.4%	52
2023 Q1	$27.4K	Sell	490 -27,219	-98%	-$1.48M	0.01%	601
2022 Q4	$1.44M	Buy	27,709 +12,495	+82%	+$654K	0.34%	75
2022 Q3	$742K	Buy	15,214 +94	+0.6%	+$5.1K	0.16%	143
2022 Q2	$872K	Buy	15,120 +17	+0.1%	+$951	0.16%	133
2022 Q1	$848K	Buy	+15,103	New	+$925K	0.16%	135

Other funds holding GSUS

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

ICA Group Wealth Management's GSUS Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 98% in Q2 2024, selling an estimated $2.04M and leaving 695 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #239.

ICA Group Wealth Management first reported a position in GSUS in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.09M in Q1 2024. 61 funds tracked by Wall St. Rank hold GSUS as of Q2 2024.

ICA Group Wealth Management held 695 shares of Goldman Sachs MarketBeta US Equity ETF worth $52K as of Q2 2024.
ICA Group Wealth Management sold 28,415 Goldman Sachs MarketBeta US Equity ETF shares in Q2 2024, an estimated $2.04M.
Goldman Sachs MarketBeta US Equity ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #239 holding.
ICA Group Wealth Management first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Goldman Sachs MarketBeta US Equity ETF position peaked at $2.09M in Q1 2024.
61 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.