CAWM
GSEW icon

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

Capital Advisors 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
Q1 		$1.65M Sell
19,438
-131
-0.7% -$11.4K 0.22% 68
2025
Q4 		$1.67M Buy
19,569
+3,554
+22% +$301K 0.23% 69
2025
Q3 		$1.36M Buy
16,015
+1,524
+11% +$127K 0.19% 70
2025
Q2 		$1.18M Buy
14,491
+2,023
+16% +$155K 0.19% 67
2025
Q1 		$948K Buy
12,468
+670
+6% +$52.7K 0.17% 68
2024
Q4 		$911K Buy
11,798
+2,630
+29% +$209K 0.16% 68
2024
Q3 		$710K Buy
9,168
+5,775
+170% +$427K 0.13% 78
2024
Q2 		$241K Buy
+3,393
New +$241K 0.05% 135

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return