IWC
GSWO

Integrated Wealth Concepts’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-4,096
Closed -$233K – 1795
2025
Q3 		$233K Buy
+4,096
New +$228K ﹤0.01% 1768

Other funds holding GSWO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Concepts's GSWO Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q4 2025, closing a stake of 4,096 shares — an estimated $233K sold.

Integrated Wealth Concepts first reported a position in GSWO in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 44 funds tracked by Wall St. Rank hold GSWO as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,096 Goldman Sachs ActiveBeta World Equity ETF shares in Q4 2025, an estimated $233K.
  • Integrated Wealth Concepts first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Goldman Sachs ActiveBeta World Equity ETF position peaked at $233K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.