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

ICA Group 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
2024 Q2	–	Sell	-600	Closed	-$43.7K	–	993
2024 Q1	$43.7K	Sell	600 -400	-40%	-$27.5K	0.01%	584
2023 Q4	$67.1K	Buy	+1,000	New	+$61.7K	0.02%	446
2023 Q3	–	Sell	-1,000	Closed	-$62.5K	–	627
2023 Q2	$62.5K	Hold	1,000	–	–	0.02%	446
2023 Q1	$60.2K	Sell	1,000 -100	-9%	-$6.03K	0.01%	443
2022 Q4	$63.7K	Buy	+1,100	New	+$63.7K	0.02%	456

Other funds holding GSEW

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

IWC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's GSEW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2024, closing a stake of 600 shares — an estimated $43.7K sold.

ICA Group Wealth Management first reported a position in GSEW in Q4 2022 and held it in 5 quarters. The position peaked at $67.1K in Q4 2023. 96 funds tracked by Wall St. Rank hold GSEW as of Q2 2024.

ICA Group Wealth Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 600 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2024, an estimated $43.7K.
ICA Group Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $67.1K in Q4 2023.
96 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.