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

Greenwich Wealth 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
2022 Q3	–	Sell	-8,380	Closed	-$465K	–	239
2022 Q2	$465K	Sell	8,380 -881	-10%	-$53.6K	0.06%	163
2022 Q1	$622K	Sell	9,261 -14,901	-62%	-$992K	0.06%	144
2021 Q4	$1.73M	Buy	24,162 +3,498	+17%	+$246K	0.14%	82
2021 Q3	$1.38M	Buy	20,664 +1,492	+8%	+$102K	0.12%	91
2021 Q2	$1.29M	Buy	19,172 +5,995	+45%	+$393K	0.11%	92
2021 Q1	$821K	Buy	13,177 +7,399	+128%	+$446K	0.07%	112
2020 Q4	$334K	Buy	+5,778	New	+$313K	0.03%	146

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

CFG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BFG

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Greenwich Wealth Management's GSEW Position: Q3 2022 in Review

Greenwich Wealth Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2022, closing a stake of 8,380 shares — an estimated $465K sold.

Greenwich Wealth Management first reported a position in GSEW in Q4 2020 and held it in 7 quarters. The position peaked at $1.73M in Q4 2021. 79 funds tracked by Wall St. Rank hold GSEW as of Q3 2022.

Greenwich Wealth Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Greenwich Wealth Management sold 8,380 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2022, an estimated $465K.
Greenwich Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 7 quarters.
Greenwich Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.73M in Q4 2021.
79 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2022.

Based on Greenwich Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.