Windsor Wealth Management’s Goldman Sachs ActiveBeta International Equity ETF GSIE Stock Holding History

Windsor Wealth Management’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 Q3	$6.98M	Buy	232,373 +31,918	+16%	+$995K	1.28%	24
2023 Q2	$6.28M	Buy	200,455 +48,905	+32%	+$1.53M	1.13%	26
2023 Q1	$4.7M	Buy	151,550 +55,442	+58%	+$1.69M	0.91%	30
2022 Q4	$2.86M	Buy	96,108 +48,860	+103%	+$1.35M	0.59%	42
2022 Q3	$1.19M	Buy	47,248 +32,318	+216%	+$897K	0.3%	55
2022 Q2	$407K	Buy	+14,930	New	+$452K	0.1%	100

Other funds holding GSIE

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Windsor Wealth Management's GSIE Position: Q3 2023 in Review

Windsor Wealth Management increased its Goldman Sachs ActiveBeta International Equity ETF (GSIE) stake by 16% in Q3 2023, buying an estimated $995K and bringing the position to 232,373 shares worth $6.98M. The position accounts for 1.28% of the portfolio, ranked #24.

Windsor Wealth Management first reported a position in GSIE in Q2 2022 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold GSIE as of Q3 2023.

Windsor Wealth Management held 232,373 shares of Goldman Sachs ActiveBeta International Equity ETF worth $6.98M as of Q3 2023.
Windsor Wealth Management bought 31,918 Goldman Sachs ActiveBeta International Equity ETF shares in Q3 2023, an estimated $995K.
Goldman Sachs ActiveBeta International Equity ETF made up 1.28% of Windsor Wealth Management's portfolio in Q3 2023, its #24 holding.
Windsor Wealth Management first reported a position in Goldman Sachs ActiveBeta International Equity ETF in Q2 2022 and has held it in 6 quarters since.
227 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta International Equity ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.