RSWM
Robertson Stephens Wealth Management’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
293,346
-97,118
| -25% | -$8.31M | 0.8% | 22 |
|
|
2025
Q1 | $30M | Sell |
390,464
-12,756
| -3% | -$981K | 1.03% | 15 |
|
|
2024
Q4 | $32.6M | Sell |
403,220
-2,633
| -0.6% | -$213K | 1.15% | 16 |
|
|
2024
Q3 | $32M | Buy |
405,853
+273,427
| +206% | +$21.5M | 1.16% | 15 |
|
|
2024
Q2 | $9.9M | Buy |
132,426
+79,171
| +149% | +$5.92M | 0.5% | 39 |
|
|
2024
Q1 | $3.82M | Buy |
+53,255
| New | +$3.82M | 0.2% | 91 |
|