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Asio Capital’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Asio Capital’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,962
Closed -$694K – 107
2024
Q3 		$694K Sell
8,962
-47
-0.5% -$3.47K 0.13% 81
2024
Q2 		$641K Sell
9,009
-3,012
-25% -$214K 0.13% 79
2024
Q1 		$875K Buy
12,021
+506
+4% +$34.8K 0.19% 78
2023
Q4 		$777K Buy
11,515
+1,161
+11% +$71.7K 0.18% 80
2023
Q3 		$618K Buy
10,354
+239
+2% +$15K 0.16% 81
2023
Q2 		$632K Buy
10,115
+454
+5% +$27.2K 0.16% 86
2023
Q1 		$581K Sell
9,661
-4,671
-33% -$282K 0.15% 86
2022
Q4 		$830K Sell
14,332
-115
-0.8% -$6.66K 0.24% 84
2022
Q3 		$770K Buy
14,447
+642
+5% +$37.8K 0.24% 87
2022
Q2 		$766K Buy
13,805
+534
+4% +$32.5K 0.24% 83
2022
Q1 		$891K Buy
13,271
+617
+5% +$41.1K 0.25% 85
2021
Q4 		$905K Buy
12,654
+1,535
+14% +$108K 0.28% 78
2021
Q3 		$743K Buy
11,119
+1,567
+16% +$107K 0.26% 78
2021
Q2 		$642K Buy
9,552
+1,642
+21% +$108K 0.23% 77
2021
Q1 		$493K Buy
7,910
+2,830
+56% +$170K 0.2% 73
2020
Q4 		$294K Buy
5,080
+200
+4% +$10.8K 0.14% 71
2020
Q3 		$243K Sell
4,880
-1,400
-22% -$69K 0.13% 70
2020
Q2 		$292K Buy
6,280
+185
+3% +$8.1K 0.19% 67
2020
Q1 		$233K Buy
6,095
+595
+11% +$28.1K 0.2% 67
2019
Q4 		$278K Buy
+5,500
New +$268K 0.14% 69

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Asio Capital's GSEW Position: Q4 2024 in Review

Asio Capital sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2024, closing a stake of 8,962 shares — an estimated $694K sold.

Asio Capital first reported a position in GSEW in Q4 2019 and held it in 20 quarters. The position peaked at $905K in Q4 2021. 113 funds tracked by Wall St. Rank hold GSEW as of Q4 2024.

  • Asio Capital reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Asio Capital sold 8,962 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2024, an estimated $694K.
  • Asio Capital first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2019 and held it in 20 quarters.
  • Asio Capital's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $905K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2024.

Based on Asio Capital's 13F filing for Q4 2024, filed 21 Jan 2025.