MW
GSWO

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

Maia 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
2025
Q3 		– Sell
-4,164
Closed -$228K – 346
2025
Q2 		$228K Sell
4,164
-16
-0.4% -$839 0.04% 294
2025
Q1 		$211K Sell
4,180
-161
-4% -$8.25K 0.05% 279
2024
Q4 		$223K Sell
4,341
-92
-2% -$4.66K 0.05% 274
2024
Q3 		$223K Sell
4,433
-353
-7% -$17.2K 0.06% 234
2024
Q2 		$230K Buy
+4,786
New +$221K 0.07% 195

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Maia Wealth's GSWO Position: Q3 2025 in Review

Maia Wealth sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q3 2025, closing a stake of 4,164 shares — an estimated $228K sold.

Maia Wealth first reported a position in GSWO in Q2 2024 and held it in 5 quarters. The position peaked at $230K in Q2 2024. 44 funds tracked by Wall St. Rank hold GSWO as of Q3 2025.

  • Maia Wealth reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Maia Wealth sold 4,164 Goldman Sachs ActiveBeta World Equity ETF shares in Q3 2025, an estimated $228K.
  • Maia Wealth first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q2 2024 and held it in 5 quarters.
  • Maia Wealth's Goldman Sachs ActiveBeta World Equity ETF position peaked at $230K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.