GSIE — GOLDMAN SACHS ETF TR

Ownership history in Executive Wealth Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in GOLDMAN SACHS ETF TR (GSIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.56% (2023 Q1)
Avg. % of fund
2.24%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 1,015,716 -15,814 -1.5% 2.65% $33.9M $32.40
2024 Q1 REDUCED 1,031,530 -96,337 -8.5% 3.09% $35.2M $32.45
2023 Q4 ADDED 1,127,867 +13,918 +1.2% 3.47% $36.8M $30.79
2023 Q3 ADDED 1,113,949 +18,078 +1.6% 3.46% $33.5M $28.18
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GSIE price (monthly, adj. close)

Other funds also holding GSIE

As of 2025 Q4 — sorted by position size

GFG Capital, LLC 3Y 10.84% Trail Ridge Investment Advisors, LLC 3Y 9.34% Horizon Family Wealth, Inc. 3Y 7.78% Hixon Zuercher, LLC 3Y 7.36% Financial Management Professionals, Inc. 3Y 7Y 5.9% SigFig Wealth Management, LLC 3Y 7Y 5.73% Brio Consultants, LLC 3Y 7Y 5.71% High Probability Advisors, LLC 5.56% SkyView Investment Advisors, LLC 3Y 5.47% Vawter Financial, Ltd. 3.95%
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