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

Boston Financial 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	$346K	Hold	4,487	–	–	0.01%	277
2024 Q3	$348K	Hold	4,487	–	–	0.01%	273
2024 Q2	$319K	Hold	4,487	–	–	0.01%	280
2024 Q1	$327K	Sell	4,487 -778	-15%	-$53.5K	0.01%	285
2023 Q4	$353K	Hold	5,265	–	–	0.01%	269
2023 Q3	$314K	Buy	+5,265	New	+$330K	0.01%	263

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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 $1.13B AUM 41.06% 1-Year Est. Return

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

Boston Financial Management's GSEW Position: Q4 2024 in Review

Boston Financial Management held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q4 2024 at 4,487 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #277.

Boston Financial Management first reported a position in GSEW in Q3 2023 and has held it in 6 quarters since. The position peaked at $353K in Q4 2023. 113 funds tracked by Wall St. Rank hold GSEW as of Q4 2024.

Boston Financial Management held 4,487 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $346K as of Q4 2024.
Boston Financial Management left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q4 2024.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #277 holding.
Boston Financial Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2023 and has held it in 6 quarters since.
Boston Financial Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $353K in Q4 2023.
113 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.