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Kingswood Wealth Advisors’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Kingswood Wealth Advisors’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
2024
Q1 		– Sell
-6,682
Closed -$218K – 649
2023
Q4 		$218K Buy
+6,682
New +$204K 0.02% 560

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kingswood Wealth Advisors's GSIE Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q1 2024, closing a stake of 6,682 shares — an estimated $218K sold.

Kingswood Wealth Advisors first reported a position in GSIE in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 238 funds tracked by Wall St. Rank hold GSIE as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,682 Goldman Sachs ActiveBeta International Equity ETF shares in Q1 2024, an estimated $218K.
  • Kingswood Wealth Advisors first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Goldman Sachs ActiveBeta International Equity ETF position peaked at $218K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.