IPW
GSWO

Impact Partnership Wealth’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Impact Partnership Wealth’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
-6
Closed -$240 – 939
2023
Q3 		$240 Buy
+6
New +$247 ﹤0.01% 956

Other funds holding GSWO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.82B AUM 17.15% 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

Impact Partnership Wealth's GSWO Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q4 2023, closing a stake of 6 shares — an estimated $240 sold.

Impact Partnership Wealth first reported a position in GSWO in Q3 2023 and held it in 1 quarter. The position peaked at $240 in Q3 2023. 30 funds tracked by Wall St. Rank hold GSWO as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 6 Goldman Sachs ActiveBeta World Equity ETF shares in Q4 2023, an estimated $240.
  • Impact Partnership Wealth first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Goldman Sachs ActiveBeta World Equity ETF position peaked at $240 in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.