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

BlackDiamond 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
2026 Q2	$221K	Sell	2,263 -380	-14%	-$34.6K	0.09%	208
2026 Q1	$224K	Sell	2,643 -16	-0.6%	-$1.4K	0.11%	181
2025 Q4	$237K	Sell	2,659 -635	-19%	-$53.9K	0.12%	175
2025 Q3	$280K	Sell	3,294 -63	-2%	-$5.26K	0.15%	127
2025 Q2	$276K	Sell	3,357 -105	-3%	-$8.06K	0.16%	124
2025 Q1	$265K	Buy	+3,462	New	+$272K	0.18%	116

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackDiamond Wealth Management's GSEW Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 14% in Q2 2026, selling an estimated $34.6K and leaving 2,263 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #208.

BlackDiamond Wealth Management first reported a position in GSEW in Q1 2025 and has held it in 6 quarters since. The position peaked at $280K in Q3 2025. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

BlackDiamond Wealth Management held 2,263 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $221K as of Q2 2026.
BlackDiamond Wealth Management sold 380 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $34.6K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.09% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #208 holding.
BlackDiamond Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
BlackDiamond Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $280K in Q3 2025.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.