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Belpointe Asset Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-6,730
Closed -$490K – 885
2024
Q1 		$490K Buy
6,730
+2
+0% +$138 0.04% 440
2023
Q4 		$451K Sell
6,728
-1,400
-17% -$86.4K 0.04% 398
2023
Q3 		$486K Buy
8,128
+110
+1% +$6.89K 0.05% 343
2023
Q2 		$501K Sell
8,018
-2,216
-22% -$133K 0.05% 307
2023
Q1 		$616K Sell
10,234
-1,648
-14% -$99.3K 0.03% 478
2022
Q4 		$688K Buy
11,882
+7,087
+148% +$411K 0.04% 408
2022
Q3 		$256K Sell
4,795
-48
-1% -$2.83K 0.02% 741
2022
Q2 		$269K Buy
4,843
+1,379
+40% +$83.9K 0.02% 718
2022
Q1 		$233K Sell
3,464
-1,188
-26% -$79.1K 0.01% 847
2021
Q4 		$333K Buy
4,652
+1,320
+40% +$92.9K 0.02% 664
2021
Q3 		$223K Sell
3,332
-771
-19% -$52.8K 0.02% 811
2021
Q2 		$276K Buy
4,103
+795
+24% +$52.1K 0.02% 707
2021
Q1 		$206K Buy
3,308
+822
+33% +$49.5K 0.02% 739
2020
Q4 		$144K Buy
+2,486
New +$135K 0.01% 814

Other funds holding GSEW

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belpointe Asset Management's GSEW Position: Q2 2024 in Review

Belpointe Asset Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2024, closing a stake of 6,730 shares — an estimated $490K sold.

Belpointe Asset Management first reported a position in GSEW in Q4 2020 and held it in 14 quarters. The position peaked at $688K in Q4 2022. 96 funds tracked by Wall St. Rank hold GSEW as of Q2 2024.

  • Belpointe Asset Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 6,730 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2024, an estimated $490K.
  • Belpointe Asset Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 14 quarters.
  • Belpointe Asset Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $688K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.