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

EP Wealth 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
Q2 		$3.64M Sell
38,566
-33
-0.1% -$3K 0.01% 446
2026
Q1 		$3.27M Sell
38,599
-38
-0.1% -$3.32K 0.02% 377
2025
Q4 		$3.29M Buy
+38,637
New +$3.28M 0.02% 350
2025
Q2 		$3.24M Sell
39,791
-480
-1% -$36.8K 0.02% 327
2025
Q1 		$3.06M Sell
40,271
-82
-0.2% -$6.45K 0.02% 293
2024
Q4 		$3.12M Sell
40,353
-881
-2% -$69.9K 0.03% 280
2024
Q3 		$3.19M Buy
+41,234
New +$3.05M 0.03% 273

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EP Wealth Advisors's GSEW Position: Q2 2026 in Review

EP Wealth Advisors reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 0.09% in Q2 2026, selling an estimated $3K and leaving 38,566 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #446.

EP Wealth Advisors first reported a position in GSEW in Q3 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • EP Wealth Advisors held 38,566 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $3.64M as of Q2 2026.
  • EP Wealth Advisors sold 33 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $3K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • EP Wealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

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