Plan Group Financial’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Plan Group Financial’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
2024 Q4	–	Sell	-6,392	Closed	-$231K	–	117
2024 Q3	$231K	Sell	6,392 -753	-11%	-$26.2K	0.12%	99
2024 Q2	$240K	Sell	7,145 -204	-3%	-$6.95K	0.15%	81
2024 Q1	$252K	Buy	7,349 +277	+4%	+$9.17K	0.17%	81
2023 Q4	$231K	Sell	7,072 -4,746	-40%	-$145K	0.2%	62
2023 Q3	$355K	Buy	+11,818	New	+$368K	0.26%	46
2022 Q2	$2.98M	Buy	+107,163	New	+$3.24M	5.12%	5

Other funds holding GSIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Plan Group Financial's GSIE Position: Q4 2024 in Review

Plan Group Financial sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q4 2024, closing a stake of 6,392 shares — an estimated $231K sold.

Plan Group Financial first reported a position in GSIE in Q2 2022 and held it in 6 quarters. The position peaked at $2.98M in Q2 2022. 266 funds tracked by Wall St. Rank hold GSIE as of Q4 2024.

Plan Group Financial reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q4 2024 after selling out during the quarter.
Plan Group Financial sold 6,392 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2024, an estimated $231K.
Plan Group Financial first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q2 2022 and held it in 6 quarters.
Plan Group Financial's Goldman Sachs ActiveBeta International Equity ETF position peaked at $2.98M in Q2 2022.
266 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2024.

Based on Plan Group Financial's 13F filing for Q4 2024, filed 31 Jan 2025.