KWM
GSWO

Keebeck Wealth Management’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Keebeck Wealth Management’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
-23,713
Closed -$1.35M – 374
2025
Q3 		$1.35M Buy
23,713
+13,596
+134% +$758K 0.16% 130
2025
Q2 		$554K Buy
+10,117
New +$531K 0.07% 185

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

Keebeck Wealth Management's GSWO Position: Q4 2025 in Review

Keebeck Wealth Management sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q4 2025, closing a stake of 23,713 shares — an estimated $1.35M sold.

Keebeck Wealth Management first reported a position in GSWO in Q2 2025 and held it in 2 quarters. The position peaked at $1.35M in Q3 2025. 44 funds tracked by Wall St. Rank hold GSWO as of Q4 2025.

  • Keebeck Wealth Management reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 23,713 Goldman Sachs ActiveBeta World Equity ETF shares in Q4 2025, an estimated $1.35M.
  • Keebeck Wealth Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q2 2025 and held it in 2 quarters.
  • Keebeck Wealth Management's Goldman Sachs ActiveBeta World Equity ETF position peaked at $1.35M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q4 2025.

Based on Keebeck Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.