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

Milestone Wealth’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
2022
Q3 		$5.92M Sell
239,068
-2,313
-1% -$64.2K 6.61% 4
2022
Q2 		$6.7M Buy
241,381
+197,520
+450% +$5.98M 7.06% 4
2022
Q1 		$1.54M Sell
43,861
-6,431
-13% -$215K 1.26% 16
2021
Q4 		$1.77M Buy
+50,292
New +$1.76M 1.42% 15

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's GSIE Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs ActiveBeta International Equity ETF (GSIE) stake by 0.96% in Q3 2022, selling an estimated $64.2K and leaving 239,068 shares worth $5.92M. The position accounts for 6.61% of the portfolio, ranked #4.

Milestone Wealth first reported a position in GSIE in Q4 2021 and has held it in 4 quarters since. The position peaked at $6.7M in Q2 2022. 220 funds tracked by Wall St. Rank hold GSIE as of Q3 2022.

  • Milestone Wealth held 239,068 shares of Goldman Sachs ActiveBeta International Equity ETF worth $5.92M as of Q3 2022.
  • Milestone Wealth sold 2,313 Goldman Sachs ActiveBeta International Equity ETF shares in Q3 2022, an estimated $64.2K.
  • Goldman Sachs ActiveBeta International Equity ETF made up 6.61% of Milestone Wealth's portfolio in Q3 2022, its #4 holding.
  • Milestone Wealth first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs ActiveBeta International Equity ETF position peaked at $6.7M in Q2 2022.
  • 220 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.