Eldridge Investment Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Eldridge Investment Advisors’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	$524K	Sell	6,195 -90	-1%	-$7.87K	0.12%	103
2025 Q4	$535K	Sell	6,285 -2,791	-31%	-$237K	0.12%	105
2025 Q3	$772K	Sell	9,076 -13,499	-60%	-$1.13M	0.18%	82
2025 Q2	$1.84M	Buy	22,575 +3,444	+18%	+$264K	0.38%	52
2025 Q1	$1.45M	Buy	+19,131	New	+$1.5M	0.33%	62

Other funds holding GSEW

IWC

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

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

Eldridge Investment Advisors's GSEW Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1.4% in Q1 2026, selling an estimated $7.87K and leaving 6,195 shares worth $524K. The position accounts for 0.12% of the portfolio, ranked #103.

Eldridge Investment Advisors first reported a position in GSEW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q2 2025. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Eldridge Investment Advisors held 6,195 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $524K as of Q1 2026.
Eldridge Investment Advisors sold 90 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $7.87K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.12% of Eldridge Investment Advisors's portfolio in Q1 2026, its #103 holding.
Eldridge Investment Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
Eldridge Investment Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.84M in Q2 2025.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.