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B. Riley Wealth Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-9,747
Closed -$741K – 1186
2025
Q1 		$741K Buy
9,747
+5,657
+138% +$445K 0.02% 605
2024
Q4 		$316K Buy
+4,090
New +$324K 0.01% 854

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Advisors's GSEW Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2025, closing a stake of 9,747 shares — an estimated $741K sold.

B. Riley Wealth Advisors first reported a position in GSEW in Q4 2024 and held it in 2 quarters. The position peaked at $741K in Q1 2025. 151 funds tracked by Wall St. Rank hold GSEW as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,747 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2025, an estimated $741K.
  • B. Riley Wealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $741K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.