Corient Private Wealth
GSEW icon

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

Corient Private Wealth’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 		– Sell
-15,640
Closed -$1.34M – 2924
2025
Q4 		$1.34M Buy
15,640
+7,820
+100% +$663K ﹤0.01% 1739
2025
Q3 		$665K Sell
7,820
-1,800
-19% -$150K ﹤0.01% 1641
2025
Q2 		$784K Sell
9,620
-2,000
-17% -$153K ﹤0.01% 1477
2025
Q1 		$884K Buy
11,620
+2,000
+21% +$157K ﹤0.01% 1326
2024
Q4 		$743K Hold
9,620
– – ﹤0.01% 1441
2024
Q3 		$745K Buy
9,620
+2,600
+37% +$192K ﹤0.01% 1543
2024
Q2 		$500K Hold
7,020
– – ﹤0.01% 1643
2024
Q1 		$511K Hold
7,020
– – ﹤0.01% 1617
2023
Q4 		$471K Buy
+7,020
New +$433K ﹤0.01% 1638

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $917M AUM 18.41% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return