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

CAPTRUST Financial Advisors’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	–	Sell	-3,050	Closed	-$260K	–	3076
2025 Q4	$260K	Buy	3,050 +233	+8%	+$19.8K	﹤0.01%	2352
2025 Q3	$240K	Sell	2,817 -215	-7%	-$17.9K	﹤0.01%	2320
2025 Q2	$247K	Sell	3,032 -2,085	-41%	-$160K	﹤0.01%	2161
2025 Q1	$389K	Buy	+5,117	New	+$402K	﹤0.01%	1794
2022 Q3	–	Sell	-256	Closed	-$14K	–	2889
2022 Q2	$14K	Sell	256 -44	-15%	-$2.68K	﹤0.01%	3567
2022 Q1	$20K	Buy	+300	New	+$20K	﹤0.01%	3384

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors's GSEW Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2026, closing a stake of 3,050 shares — an estimated $260K sold.

CAPTRUST Financial Advisors first reported a position in GSEW in Q1 2022 and held it in 6 quarters. The position peaked at $389K in Q1 2025. 183 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

CAPTRUST Financial Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
CAPTRUST Financial Advisors sold 3,050 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $260K.
CAPTRUST Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2022 and held it in 6 quarters.
CAPTRUST Financial Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $389K in Q1 2025.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.