MYIA
GSWO

Mount Yale Investment Advisors’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Mount Yale Investment Advisors’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
2026
Q1 		– Sell
-3,549
Closed -$205K – 1108
2025
Q4 		$205K Sell
3,549
-6,249
-64% -$357K 0.01% 696
2025
Q3 		$558K Buy
+9,798
New +$547K 0.04% 399

Other funds holding GSWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors's GSWO Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q1 2026, closing a stake of 3,549 shares — an estimated $205K sold.

Mount Yale Investment Advisors first reported a position in GSWO in Q3 2025 and held it in 2 quarters. The position peaked at $558K in Q3 2025. 38 funds tracked by Wall St. Rank hold GSWO as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,549 Goldman Sachs ActiveBeta World Equity ETF shares in Q1 2026, an estimated $205K.
  • Mount Yale Investment Advisors first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q3 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Goldman Sachs ActiveBeta World Equity ETF position peaked at $558K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.