Stonehaven Wealth & Tax Solutions’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio GSUS Stock Details GSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$894K	Sell	9,978 -281	-3%	-$26.4K	0.79%	28
2025 Q4	$968K	Sell	10,259 -610	-6%	-$57.1K	0.87%	28
2025 Q3	$1M	Sell	10,869 -407	-4%	-$36.1K	0.93%	24
2025 Q2	$965K	Sell	11,276 -1,988	-15%	-$157K	0.94%	25
2025 Q1	$1.02M	Sell	13,264 -26,447	-67%	-$2.14M	1.08%	24
2024 Q4	$3.21M	Buy	+39,711	New	+$3.22M	3.49%	6

Other funds holding GSUS

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

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's GSUS Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Goldman Sachs MarketBeta US Equity ETF (GSUS) stake by 2.7% in Q1 2026, selling an estimated $26.4K and leaving 9,978 shares worth $894K. The position accounts for 0.79% of the portfolio, ranked #28.

Stonehaven Wealth & Tax Solutions first reported a position in GSUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.21M in Q4 2024. 85 funds tracked by Wall St. Rank hold GSUS as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 9,978 shares of Goldman Sachs MarketBeta US Equity ETF worth $894K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 281 Goldman Sachs MarketBeta US Equity ETF shares in Q1 2026, an estimated $26.4K.
Goldman Sachs MarketBeta US Equity ETF made up 0.79% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #28 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Goldman Sachs MarketBeta US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's Goldman Sachs MarketBeta US Equity ETF position peaked at $3.21M in Q4 2024.
85 funds tracked by Wall St. Rank held Goldman Sachs MarketBeta US Equity ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.