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Beaird Harris Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Beaird Harris Wealth Management’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
-15,824
Closed -$1.23M – 514
2024
Q3 		$1.23M Buy
+15,824
New +$1.17M 0.11% 57

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Beaird Harris Wealth Management's GSEW Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2024, closing a stake of 15,824 shares — an estimated $1.23M sold.

Beaird Harris Wealth Management first reported a position in GSEW in Q3 2024 and held it in 1 quarter. The position peaked at $1.23M in Q3 2024. 113 funds tracked by Wall St. Rank hold GSEW as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 15,824 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2024, an estimated $1.23M.
  • Beaird Harris Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.23M in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.