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Concord Wealth Partners’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Concord Wealth 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
2025
Q2 		– Sell
-39
Closed -$2.97K – 881
2025
Q1 		$2.97K Buy
+39
New +$3.06K ﹤0.01% 646

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.02B AUM 21.34% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concord Wealth Partners's GSEW Position: Q2 2025 in Review

Concord Wealth Partners sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2025, closing a stake of 39 shares — an estimated $2.97K sold.

Concord Wealth Partners first reported a position in GSEW in Q1 2025 and held it in 1 quarter. The position peaked at $2.97K in Q1 2025. 151 funds tracked by Wall St. Rank hold GSEW as of Q2 2025.

  • Concord Wealth Partners reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 39 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2025, an estimated $2.97K.
  • Concord Wealth Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $2.97K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.