Cedar Brook Financial Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-3,194	Closed	-$233K	–	179
2024 Q1	$233K	Sell	3,194 -58	-2%	-$3.99K	0.05%	377
2023 Q4	$216K	Buy	+3,252	New	+$201K	0.05%	368
2023 Q3	–	Sell	-3,204	Closed	-$200K	–	393
2023 Q2	$200K	Buy	+3,204	New	+$192K	0.05%	385
2022 Q4	–	Sell	-4,309	Closed	-$230K	–	377
2022 Q3	$230K	Buy	4,309 +20	+0.5%	+$1.18K	0.07%	298
2022 Q2	$238K	Buy	4,289 +10	+0.2%	+$609	0.07%	290
2022 Q1	$287K	Sell	4,279 -92	-2%	-$6.12K	0.07%	293
2021 Q4	$312K	Buy	4,371 +578	+15%	+$40.7K	0.08%	270
2021 Q3	$254K	Buy	3,793 +12	+0.3%	+$822	0.08%	278
2021 Q2	$254K	Buy	3,781 +514	+16%	+$33.7K	0.07%	305
2021 Q1	$204K	Buy	+3,267	New	+$197K	0.07%	303

Other funds holding GSEW

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's GSEW Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2024, closing a stake of 3,194 shares — an estimated $233K sold.

Cedar Brook Financial Partners first reported a position in GSEW in Q1 2021 and held it in 10 quarters. The position peaked at $312K in Q4 2021. 96 funds tracked by Wall St. Rank hold GSEW as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,194 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2024, an estimated $233K.
Cedar Brook Financial Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $312K in Q4 2021.
96 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.