Carson Wealth (CWM LLC)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Carson Wealth (CWM LLC)’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	$1.44M	Sell	17,066 -179	-1%	-$15.6K	﹤0.01%	1347
2025 Q4	$1.47M	Sell	17,245 -114	-0.7%	-$9.67K	﹤0.01%	1298
2025 Q3	$1.48M	Sell	17,359 -732	-4%	-$61.1K	﹤0.01%	1225
2025 Q2	$1.48M	Sell	18,091 -1,694	-9%	-$130K	0.01%	1067
2025 Q1	$1.5M	Sell	19,785 -679	-3%	-$53.4K	0.01%	938
2024 Q4	$1.58M	Buy	20,464 +541	+3%	+$42.9K	0.01%	879
2024 Q3	$1.54M	Hold	19,923	–	–	0.01%	820
2024 Q2	$1.42M	Sell	19,923 -105	-0.5%	-$7.45K	0.01%	744
2024 Q1	$1.46M	Buy	20,028 +5,180	+35%	+$356K	0.01%	711
2023 Q4	$996K	Buy	+14,848	New	+$917K	0.01%	810

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 $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)'s GSEW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1% in Q1 2026, selling an estimated $15.6K and leaving 17,066 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Carson Wealth (CWM LLC) first reported a position in GSEW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2024. 183 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Carson Wealth (CWM LLC) held 17,066 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.44M as of Q1 2026.
Carson Wealth (CWM LLC) sold 179 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $15.6K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1347 holding.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.58M in Q4 2024.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.