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 Q2	$767K	Buy	+8,120	New	+$739K	﹤0.01%	1952
2026 Q1	–	Sell	-7,820	Closed	-$671K	–	2907
2025 Q4	$671K	Hold	7,820	–	–	﹤0.01%	1718
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 $15.3B AUM 25.33% 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

Corient Private Wealth's GSEW Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026: 8,120 shares worth $767K. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in GSEW as recently as Q4 2025.

Corient Private Wealth first reported a position in GSEW in Q4 2023 and has held it in 10 quarters since. The position peaked at $884K in Q1 2025. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Corient Private Wealth held 8,120 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $767K as of Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF was a new Corient Private Wealth position in Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1952 holding.
Corient Private Wealth first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $884K in Q1 2025.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.