EWM
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EPG Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-1,728
Closed -$131K – 376
2025
Q1 		$131K Sell
1,728
-4,731
-73% -$372K 0.04% 244
2024
Q4 		$499K Buy
6,459
+17
+0.3% +$1.35K 0.13% 160
2024
Q3 		$499K Buy
+6,442
New +$476K 0.13% 168
2024
Q2 		– Sell
-6,417
Closed -$455K – 177
2024
Q1 		$467K Buy
6,417
+8
+0.1% +$550 0.11% 174
2023
Q4 		$433K Buy
6,409
+22
+0.3% +$1.36K 0.11% 169
2023
Q3 		$381K Sell
6,387
-121
-2% -$7.58K 0.12% 173
2023
Q2 		$407K Buy
6,508
+15
+0.2% +$900 0.12% 162
2023
Q1 		$391K Sell
6,493
-541
-8% -$32.6K 0.12% 161
2022
Q4 		$408K Hold
7,034
– – 0.16% 121
2022
Q3 		$375K Sell
7,034
-554
-7% -$32.6K 0.15% 129
2022
Q2 		$421K Buy
7,588
+18
+0.2% +$1.1K 0.18% 118
2022
Q1 		$508K Buy
7,570
+8
+0.1% +$532 0.18% 112
2021
Q4 		$541K Sell
7,562
-317
-4% -$22.3K 0.19% 107
2021
Q3 		$527K Buy
7,879
+1,191
+18% +$81.6K 0.21% 102
2021
Q2 		$449K Buy
6,688
+1,425
+27% +$93.3K 0.19% 115
2021
Q1 		$328K Sell
5,263
-128
-2% -$7.71K 0.16% 134
2020
Q4 		$312K Buy
5,391
+16
+0.3% +$866 0.19% 104
2020
Q3 		$267K Sell
5,375
-202
-4% -$9.95K 0.2% 99
2020
Q2 		$259K Sell
5,577
-1,481
-21% -$64.9K 0.18% 116
2020
Q1 		$269K Buy
7,058
+2,341
+50% +$111K 0.2% 94
2019
Q4 		$239K Buy
+4,717
New +$230K 0.18% 86

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPG Wealth Management's GSEW Position: Q2 2025 in Review

EPG Wealth Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2025, closing a stake of 1,728 shares — an estimated $131K sold.

EPG Wealth Management first reported a position in GSEW in Q4 2019 and held it in 21 quarters. The position peaked at $541K in Q4 2021. 151 funds tracked by Wall St. Rank hold GSEW as of Q2 2025.

  • EPG Wealth Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 1,728 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2025, an estimated $131K.
  • EPG Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $541K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.