FRG Family Wealth Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

FRG Family Wealth Advisors’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
2026 Q1	$1.86M	Buy	21,935 +13,120	+149%	+$1.15M	0.3%	57
2025 Q4	$750K	Buy	8,815 +3,265	+59%	+$277K	0.12%	100
2025 Q3	$472K	Buy	5,550 +1,190	+27%	+$99.4K	0.08%	113
2025 Q2	$356K	Buy	+4,360	New	+$335K	0.06%	120

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FRG Family Wealth Advisors's GSEW Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 149% in Q1 2026, buying an estimated $1.15M and bringing the position to 21,935 shares worth $1.86M. The position accounts for 0.3% of the portfolio, ranked #57.

FRG Family Wealth Advisors first reported a position in GSEW in Q2 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

FRG Family Wealth Advisors held 21,935 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.86M as of Q1 2026.
FRG Family Wealth Advisors bought 13,120 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $1.15M.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.3% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #57 holding.
FRG Family Wealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.