Heck Capital Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Heck Capital 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
2023 Q1	–	Sell	-83,068	Closed	-$4.81M	–	152
2022 Q4	$4.81M	Buy	83,068 +1,640	+2%	+$95K	0.93%	34
2022 Q3	$4.34M	Sell	81,428 -2,638	-3%	-$155K	0.89%	32
2022 Q2	$4.67M	Sell	84,066 -2,111	-2%	-$129K	0.94%	33
2022 Q1	$5.79M	Buy	86,177 +569	+0.7%	+$37.9K	1.05%	28
2021 Q4	$6.12M	Sell	85,608 -8,795	-9%	-$619K	1.11%	23
2021 Q3	$6.31M	Buy	94,403 +4,790	+5%	+$328K	1.26%	19
2021 Q2	$6.02M	Buy	89,613 +7,528	+9%	+$493K	1.19%	19
2021 Q1	$5.11M	Buy	82,085 +9,133	+13%	+$550K	1.13%	23
2020 Q4	$4.22M	Buy	+72,952	New	+$3.95M	1.03%	24

Other funds holding GSEW

OIA

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

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 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

RJFSA

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

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Heck Capital Advisors's GSEW Position: Q1 2023 in Review

Heck Capital Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2023, closing a stake of 83,068 shares — an estimated $4.81M sold.

Heck Capital Advisors first reported a position in GSEW in Q4 2020 and held it in 9 quarters. The position peaked at $6.31M in Q3 2021. 77 funds tracked by Wall St. Rank hold GSEW as of Q1 2023.

Heck Capital Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Heck Capital Advisors sold 83,068 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2023, an estimated $4.81M.
Heck Capital Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 9 quarters.
Heck Capital Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $6.31M in Q3 2021.
77 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2023.

Based on Heck Capital Advisors's 13F filing for Q1 2023, filed 19 May 2025.