Lee Financial Group Hawaii’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Lee Financial Group Hawaii’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
2023 Q1	–	Sell	-7,196	Closed	-$207K	–	33
2022 Q4	$207K	Sell	7,196 -3,748	-34%	-$103K	0.2%	29
2022 Q3	$271K	Sell	10,944 -24	-0.2%	-$666	0.22%	27
2022 Q2	$305K	Sell	10,968 -3,465	-24%	-$105K	0.3%	28
2022 Q1	$472K	Sell	14,433 -973	-6%	-$32.5K	0.32%	29
2021 Q4	$543K	Sell	15,406 -246	-2%	-$8.6K	0.39%	24
2021 Q3	$535K	Sell	15,652 -999	-6%	-$35.4K	0.39%	24
2021 Q2	$582K	Sell	16,651 -326	-2%	-$11.4K	0.42%	22
2021 Q1	$561K	Sell	16,977 -7,676	-31%	-$252K	0.46%	17
2020 Q4	$786K	Buy	+24,653	New	+$738K	0.66%	24

Other funds holding GSIE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Lee Financial Group Hawaii's GSIE Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q1 2023, closing a stake of 7,196 shares — an estimated $207K sold.

Lee Financial Group Hawaii first reported a position in GSIE in Q4 2020 and held it in 9 quarters. The position peaked at $786K in Q4 2020. 225 funds tracked by Wall St. Rank hold GSIE as of Q1 2023.

Lee Financial Group Hawaii reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q1 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 7,196 Goldman Sachs ActiveBeta International Equity ETF shares in Q1 2023, an estimated $207K.
Lee Financial Group Hawaii first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q4 2020 and held it in 9 quarters.
Lee Financial Group Hawaii's Goldman Sachs ActiveBeta International Equity ETF position peaked at $786K in Q4 2020.
225 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.