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

MorganRosel Wealth Management’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
Q4 		– Sell
-11,020
Closed -$331K – 99
2023
Q3 		$331K Buy
+11,020
New +$344K 0.14% 82

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SWM
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Bank of America
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WP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MorganRosel Wealth Management's GSIE Position: Q4 2023 in Review

MorganRosel Wealth Management sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q4 2023, closing a stake of 11,020 shares — an estimated $331K sold.

MorganRosel Wealth Management first reported a position in GSIE in Q3 2023 and held it in 1 quarter. The position peaked at $331K in Q3 2023. 234 funds tracked by Wall St. Rank hold GSIE as of Q4 2023.

  • MorganRosel Wealth Management reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 11,020 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2023, an estimated $331K.
  • MorganRosel Wealth Management first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q3 2023 and held it in 1 quarter.
  • MorganRosel Wealth Management's Goldman Sachs ActiveBeta International Equity ETF position peaked at $331K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2023.

Based on MorganRosel Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.