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Milestone Wealth’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Milestone Wealth’s Portfolio GSUS Stock Details GSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$6.62M Sell
135,573
-1,673
-1% -$90.8K 7.39% 3
2022
Q2 		$7.07M Buy
137,246
+69,726
+103% +$3.9M 7.44% 3
2022
Q1 		$4.43M Sell
67,520
-1,311
-2% -$80.3K 3.61% 7
2021
Q4 		$4.52M Buy
+68,831
New +$4.4M 3.62% 7

Other funds holding GSUS

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Milestone Wealth's GSUS Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 1.2% in Q3 2022, selling an estimated $90.8K and leaving 135,573 shares worth $6.62M. The position accounts for 7.39% of the portfolio, ranked #3.

Milestone Wealth first reported a position in GSUS in Q4 2021 and has held it in 4 quarters since. The position peaked at $7.07M in Q2 2022. 28 funds tracked by Wall St. Rank hold GSUS as of Q3 2022.

  • Milestone Wealth held 135,573 shares of Goldman Sachs MarketBeta US Equity ETF worth $6.62M as of Q3 2022.
  • Milestone Wealth sold 1,673 Goldman Sachs MarketBeta US Equity ETF shares in Q3 2022, an estimated $90.8K.
  • Goldman Sachs MarketBeta US Equity ETF made up 7.39% of Milestone Wealth's portfolio in Q3 2022, its #3 holding.
  • Milestone Wealth first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs MarketBeta US Equity ETF position peaked at $7.07M in Q2 2022.
  • 28 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q3 2022.

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