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Financial Strategies Group’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Financial Strategies Group’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
-14,082
Closed -$1.08M – 94
2024
Q4 		$1.08M Buy
+14,082
New +$1.12M 0.26% 42

Other funds holding GSEW

ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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 $10.2B AUM 16.58% 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 Strategies Group's GSEW Position: Q1 2025 in Review

Financial Strategies Group sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2025, closing a stake of 14,082 shares — an estimated $1.08M sold.

Financial Strategies Group first reported a position in GSEW in Q4 2024 and held it in 1 quarter. The position peaked at $1.08M in Q4 2024. 129 funds tracked by Wall St. Rank hold GSEW as of Q1 2025.

  • Financial Strategies Group reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Strategies Group sold 14,082 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2025, an estimated $1.08M.
  • Financial Strategies Group first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Financial Strategies Group's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.08M in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2025.

Based on Financial Strategies Group's 13F filing for Q1 2025, filed 16 May 2025.