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EMFO LLC’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

EMFO LLC’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
2024
Q2 		$185K Hold
2,600
– – 0.17% 93
2024
Q1 		$189K Buy
+2,600
New +$179K 0.17% 97

Other funds holding GSEW

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EMFO LLC's GSEW Position: Q2 2024 in Review

EMFO LLC held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q2 2024 at 2,600 shares worth $185K. The position accounts for 0.17% of the portfolio, ranked #93.

EMFO LLC first reported a position in GSEW in Q1 2024 and has held it in 2 quarters since. The position peaked at $189K in Q1 2024. 96 funds tracked by Wall St. Rank hold GSEW as of Q2 2024.

  • EMFO LLC held 2,600 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $185K as of Q2 2024.
  • EMFO LLC left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q2 2024.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.17% of EMFO LLC's portfolio in Q2 2024, its #93 holding.
  • EMFO LLC first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2024 and has held it in 2 quarters since.
  • EMFO LLC's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $189K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.