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Family Asset Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Family Asset 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
2024
Q3 		$200K Buy
+2,585
New +$191K 0.12% 103
2024
Q2 		– Sell
-2,903
Closed -$211K – 212
2024
Q1 		$211K Sell
2,903
-550
-16% -$37.8K 0.13% 100
2023
Q4 		$232K Buy
+3,453
New +$213K 0.15% 98

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Family Asset Management's GSEW Position: Q3 2024 in Review

Family Asset Management opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2024: 2,585 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings. This is a return to the name: Family Asset Management previously reported a position in GSEW as recently as Q1 2024.

Family Asset Management first reported a position in GSEW in Q4 2023 and has held it in 3 quarters since. The position peaked at $232K in Q4 2023. 105 funds tracked by Wall St. Rank hold GSEW as of Q3 2024.

  • Family Asset Management held 2,585 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $200K as of Q3 2024.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF was a new Family Asset Management position in Q3 2024.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.12% of Family Asset Management's portfolio in Q3 2024, its #103 holding.
  • Family Asset Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • Family Asset Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $232K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.