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

Concurrent Investment 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 Q2	$217K	Sell	2,302 -2,329	-50%	-$212K	﹤0.01%	1897
2026 Q1	$392K	Buy	+4,631	New	+$405K	﹤0.01%	1339

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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concurrent Investment Advisors's GSEW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 50% in Q2 2026, selling an estimated $212K and leaving 2,302 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Concurrent Investment Advisors first reported a position in GSEW in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Concurrent Investment Advisors held 2,302 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $217K as of Q2 2026.
Concurrent Investment Advisors sold 2,329 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $212K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1897 holding.
Concurrent Investment Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
Concurrent Investment Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $392K in Q1 2026.
182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.