Creative Planning’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Creative Planning’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	$7.92M	Sell	83,924 -4,914	-6%	-$447K	﹤0.01%	1052
2026 Q1	$7.52M	Buy	88,838 +2,921	+3%	+$255K	0.01%	890
2025 Q4	$7.31M	Sell	85,917 -6,335	-7%	-$537K	0.01%	763
2025 Q3	$7.85M	Sell	92,252 -9,845	-10%	-$822K	0.01%	663
2025 Q2	$8.33M	Buy	102,097 +914	+0.9%	+$70.1K	0.01%	571
2025 Q1	$7.69M	Buy	101,183 +13,083	+15%	+$1.03M	0.01%	569
2024 Q4	$6.8M	Buy	88,100 +11,755	+15%	+$932K	0.01%	566
2024 Q3	$5.91M	Sell	76,345 -1,657	-2%	-$122K	0.01%	583
2024 Q2	$5.55M	Sell	78,002 -1,903	-2%	-$135K	0.01%	571
2024 Q1	$5.82M	Sell	79,905 -411	-0.5%	-$28.3K	0.01%	560
2023 Q4	$5.39M	Sell	80,316 -2,396	-3%	-$148K	0.01%	546
2023 Q3	$4.94M	Buy	82,712 +72,650	+722%	+$4.55M	0.01%	542
2023 Q2	$629K	Sell	10,062 -2,427	-19%	-$146K	﹤0.01%	1412
2023 Q1	$751K	Sell	12,489 -715	-5%	-$43.1K	﹤0.01%	1229
2022 Q4	$765K	Buy	13,204 +159	+1%	+$9.21K	﹤0.01%	1169
2022 Q3	$695K	Buy	13,045 +2,209	+20%	+$130K	﹤0.01%	1137
2022 Q2	$602K	Buy	10,836 +6,114	+129%	+$372K	﹤0.01%	1214
2022 Q1	$317K	Buy	4,722 +6	+0.1%	+$399	﹤0.01%	1604
2021 Q4	$337K	Buy	+4,716	New	+$332K	﹤0.01%	1543

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

Creative Planning's GSEW Position: Q2 2026 in Review

Creative Planning reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 5.5% in Q2 2026, selling an estimated $447K and leaving 83,924 shares worth $7.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Creative Planning first reported a position in GSEW in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.33M in Q2 2025. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Creative Planning held 83,924 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $7.92M as of Q2 2026.
Creative Planning sold 4,914 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $447K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1052 holding.
Creative Planning first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2021 and has held it in 19 quarters since.
Creative Planning's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $8.33M in Q2 2025.
182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.