Consolidated Portfolio Review Corp’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-88,809	Closed	-$7.57M	–	180
2025 Q3	$7.57M	Sell	88,809 -17,119	-16%	-$1.43M	0.95%	17
2025 Q2	$8.64M	Buy	105,928 +669	+0.6%	+$51.3K	1.2%	11
2025 Q1	$8M	Sell	105,259 -2,791	-3%	-$219K	1.28%	13
2024 Q4	$8.34M	Sell	108,050 -20,271	-16%	-$1.61M	1.32%	11
2024 Q3	$9.94M	Buy	128,321 +3,638	+3%	+$269K	2.22%	7
2024 Q2	$8.87M	Buy	124,683 +10,790	+9%	+$765K	2.07%	8
2024 Q1	$8.29M	Sell	113,893 -3,970	-3%	-$273K	2.17%	6
2023 Q4	$7.9M	Buy	117,863 +12,951	+12%	+$800K	1.81%	9
2023 Q3	$6.27M	Buy	104,912 +1,939	+2%	+$121K	1.52%	11
2023 Q2	$6.44M	Buy	102,973 +10,290	+11%	+$617K	1.53%	10
2023 Q1	$5.58M	Buy	+92,683	New	+$5.59M	1.51%	11

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

ACA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's GSEW Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2025, closing a stake of 88,809 shares — an estimated $7.57M sold.

Consolidated Portfolio Review Corp first reported a position in GSEW in Q1 2023 and held it in 11 quarters. The position peaked at $9.94M in Q3 2024. 171 funds tracked by Wall St. Rank hold GSEW as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 88,809 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2025, an estimated $7.57M.
Consolidated Portfolio Review Corp first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $9.94M in Q3 2024.
171 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.