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

PlanVest 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
2026
Q2 		$168K Hold
3,672
– – 0.11% 112
2026
Q1 		$158K Buy
+3,672
New +$163K 0.12% 105

Other funds holding GSIE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

PlanVest Financial's GSIE Position: Q2 2026 in Review

PlanVest Financial held its Goldman Sachs ActiveBeta International Equity ETF (GSIE) position steady in Q2 2026 at 3,672 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #112.

PlanVest Financial first reported a position in GSIE in Q1 2026 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold GSIE as of Q2 2026.

  • PlanVest Financial held 3,672 shares of Goldman Sachs ActiveBeta International Equity ETF worth $168K as of Q2 2026.
  • PlanVest Financial left its Goldman Sachs ActiveBeta International Equity ETF share count unchanged in Q2 2026.
  • Goldman Sachs ActiveBeta International Equity ETF made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #112 holding.
  • PlanVest Financial first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.