TruWealth Advisors’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

TruWealth Advisors’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
2023 Q4	–	Sell	-8,236	Closed	-$247K	–	154
2023 Q3	$247K	Sell	8,236 -448	-5%	-$14K	0.02%	128
2023 Q2	$272K	Buy	8,684 +6	+0.1%	+$188	0.02%	125
2023 Q1	$267K	Sell	8,678 -893	-9%	-$27.2K	0.02%	128
2022 Q4	$275K	Sell	9,571 -2,106	-18%	-$58.1K	0.03%	117
2022 Q3	$289K	Sell	11,677 -157,902	-93%	-$4.38M	0.03%	107
2022 Q2	$4.71M	Buy	169,579 +7,583	+5%	+$230K	0.5%	38
2022 Q1	$5.3M	Sell	161,996 -3,639	-2%	-$121K	0.55%	38
2021 Q4	$5.84M	Buy	165,635 +14,068	+9%	+$492K	0.59%	38
2021 Q3	$5.18M	Buy	+151,567	New	+$5.37M	0.58%	39

Other funds holding GSIE

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

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

TruWealth Advisors's GSIE Position: Q4 2023 in Review

TruWealth Advisors sold out of Goldman Sachs ActiveBeta International Equity ETF (GSIE) in Q4 2023, closing a stake of 8,236 shares — an estimated $247K sold.

TruWealth Advisors first reported a position in GSIE in Q3 2021 and held it in 9 quarters. The position peaked at $5.84M in Q4 2021. 234 funds tracked by Wall St. Rank hold GSIE as of Q4 2023.

TruWealth Advisors reported no remaining Goldman Sachs ActiveBeta International Equity ETF position as of Q4 2023 after selling out during the quarter.
TruWealth Advisors sold 8,236 Goldman Sachs ActiveBeta International Equity ETF shares in Q4 2023, an estimated $247K.
TruWealth Advisors first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q3 2021 and held it in 9 quarters.
TruWealth Advisors's Goldman Sachs ActiveBeta International Equity ETF position peaked at $5.84M in Q4 2021.
234 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q4 2023.

Based on TruWealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.