CX Institutional’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

CX Institutional’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
2023 Q1	–	Sell	-15,356	Closed	-$890K	–	521
2022 Q4	$890K	Sell	15,356 -6,944	-31%	-$402K	0.05%	293
2022 Q3	$1.19M	Buy	22,300 +3,650	+20%	+$215K	0.08%	238
2022 Q2	$1.03M	Sell	18,650 -25,163	-57%	-$1.53M	0.08%	238
2022 Q1	$2.94M	Sell	43,813 -13,759	-24%	-$916K	0.24%	118
2021 Q4	$4.12M	Sell	57,572 -70,382	-55%	-$4.95M	0.33%	95
2021 Q3	$8.55M	Buy	127,954 +2,787	+2%	+$191K	0.7%	34
2021 Q2	$8.41M	Buy	125,167 +9,024	+8%	+$591K	0.69%	36
2021 Q1	$7.24M	Buy	+116,143	New	+$6.99M	0.65%	41

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

CX Institutional's GSEW Position: Q1 2023 in Review

CX Institutional sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2023, closing a stake of 15,356 shares — an estimated $890K sold.

CX Institutional first reported a position in GSEW in Q1 2021 and held it in 8 quarters. The position peaked at $8.55M in Q3 2021. 77 funds tracked by Wall St. Rank hold GSEW as of Q1 2023.

CX Institutional reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
CX Institutional sold 15,356 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2023, an estimated $890K.
CX Institutional first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2021 and held it in 8 quarters.
CX Institutional's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $8.55M in Q3 2021.
77 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.