FMA Advisory’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

FMA Advisory’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
2021 Q3	$3.43M	Sell	51,280 -3,550	-6%	-$243K	1.28%	24
2021 Q2	$3.69M	Buy	54,830 +822	+2%	+$53.8K	1.37%	22
2021 Q1	$3.36M	Buy	54,008 +1,974	+4%	+$119K	1.04%	26
2020 Q4	$3.01M	Buy	52,034 +10,488	+25%	+$567K	1%	32
2020 Q3	$2.07M	Buy	41,546 +6,219	+18%	+$306K	0.82%	44
2020 Q2	$1.64M	Buy	35,327 +7,216	+26%	+$316K	0.74%	49
2020 Q1	$1.07M	Buy	28,111 +1,549	+6%	+$73.2K	0.58%	57
2019 Q4	$1.35M	Sell	26,562 -633	-2%	-$30.8K	0.54%	62
2019 Q3	$1.29M	Buy	27,195 +2,400	+10%	+$113K	0.56%	58
2019 Q2	$1.16M	Buy	+24,795	New	+$1.14M	0.52%	64

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

FMA Advisory's GSEW Position: Q3 2021 in Review

FMA Advisory reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 6.5% in Q3 2021, selling an estimated $243K and leaving 51,280 shares worth $3.43M. The position accounts for 1.28% of the portfolio, ranked #24.

FMA Advisory first reported a position in GSEW in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.69M in Q2 2021. 80 funds tracked by Wall St. Rank hold GSEW as of Q3 2021.

FMA Advisory held 51,280 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $3.43M as of Q3 2021.
FMA Advisory sold 3,550 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2021, an estimated $243K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 1.28% of FMA Advisory's portfolio in Q3 2021, its #24 holding.
FMA Advisory first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2019 and has held it in 10 quarters since.
FMA Advisory's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $3.69M in Q2 2021.
80 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.