W
GSWO

Wealthsimple’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Wealthsimple’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$511M Buy
14,677,081
+500,409
+4% +$19.1M 19.02% 3
2022
Q2 		$528M Buy
14,176,672
+111,770
+0.8% +$4.44M 18.48% 3
2022
Q1 		$596M Buy
+14,064,902
New +$593M 18.67% 3

Other funds holding GSWO

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthsimple's GSWO Position: Q3 2022 in Review

Wealthsimple increased its Goldman Sachs ActiveBeta World Equity ETF (GSWO) stake by 3.5% in Q3 2022, buying an estimated $19.1M and bringing the position to 14,677,081 shares worth $511M. The position accounts for 19.02% of the portfolio, ranked #3.

Wealthsimple first reported a position in GSWO in Q1 2022 and has held it in 3 quarters since. The position peaked at $596M in Q1 2022. 10 funds tracked by Wall St. Rank hold GSWO as of Q3 2022.

  • Wealthsimple held 14,677,081 shares of Goldman Sachs ActiveBeta World Equity ETF worth $511M as of Q3 2022.
  • Wealthsimple bought 500,409 Goldman Sachs ActiveBeta World Equity ETF shares in Q3 2022, an estimated $19.1M.
  • Goldman Sachs ActiveBeta World Equity ETF made up 19.02% of Wealthsimple's portfolio in Q3 2022, its #3 holding.
  • Wealthsimple first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q1 2022 and has held it in 3 quarters since.
  • Wealthsimple's Goldman Sachs ActiveBeta World Equity ETF position peaked at $596M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.