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Financial Advocates Investment Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-2,831
Closed -$219K – 748
2024
Q4 		$219K Sell
2,831
-1,444
-34% -$115K 0.01% 681
2024
Q3 		$331K Sell
4,275
-2,525
-37% -$187K 0.02% 574
2024
Q2 		$484K Sell
6,800
-334
-5% -$23.7K 0.03% 442
2024
Q1 		$519K Sell
7,134
-4,070
-36% -$280K 0.03% 446
2023
Q4 		$751K Hold
11,204
– – 0.05% 346
2023
Q3 		$669K Buy
11,204
+4
+0% +$250 0.05% 350
2023
Q2 		$700K Buy
11,200
+5
+0% +$300 0.05% 330
2023
Q1 		$674K Buy
11,195
+11
+0.1% +$663 0.05% 365
2022
Q4 		$648K Sell
11,184
-500
-4% -$29K 0.05% 389
2022
Q3 		$623K Buy
11,684
+2
+0% +$118 0.05% 358
2022
Q2 		$649K Buy
11,682
+5
+0% +$304 0.05% 342
2022
Q1 		$784K Buy
11,677
+2
+0% +$133 0.05% 346
2021
Q4 		$835K Buy
11,675
+5
+0% +$352 0.05% 362
2021
Q3 		$780K Hold
11,670
– – 0.05% 373
2021
Q2 		$784K Sell
11,670
-3,500
-23% -$229K 0.05% 370
2021
Q1 		$945K Sell
15,170
-340
-2% -$20.5K 0.07% 328
2020
Q4 		$897K Sell
15,510
-7,260
-32% -$393K 0.06% 323
2020
Q3 		$1.13M Buy
22,770
+885
+4% +$43.6K 0.1% 227
2020
Q2 		$1.02M Buy
21,885
+6
+0% +$263 0.1% 244
2020
Q1 		$835K Sell
21,879
-15,121
-41% -$714K 0.12% 202
2019
Q4 		$1.88M Sell
37,000
-1,465
-4% -$71.3K 0.2% 123
2019
Q3 		$1.82M Sell
38,465
-2,995
-7% -$141K 0.21% 118
2019
Q2 		$1.95M Sell
41,460
-4,500
-10% -$207K 0.23% 115
2019
Q1 		$2.08M Hold
45,960
– – 0.26% 105
2018
Q4 		$1.81M Sell
45,960
-6,740
-13% -$288K 0.25% 107
2018
Q3 		$2.43M Buy
52,700
+4,200
+9% +$192K 0.27% 92
2018
Q2 		$2.13M Buy
48,500
+20,100
+71% +$879K 0.26% 96
2018
Q1 		$1.23M Buy
+28,400
New +$1.25M 0.16% 137

Other funds holding GSEW

ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's GSEW Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2025, closing a stake of 2,831 shares — an estimated $219K sold.

Financial Advocates Investment Management first reported a position in GSEW in Q1 2018 and held it in 28 quarters. The position peaked at $2.43M in Q3 2018. 129 funds tracked by Wall St. Rank hold GSEW as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,831 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2025, an estimated $219K.
  • Financial Advocates Investment Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2018 and held it in 28 quarters.
  • Financial Advocates Investment Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $2.43M in Q3 2018.
  • 129 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.