Integrated Wealth Concepts
GSEW icon

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

Integrated Wealth Concepts’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
Q2 		$115M Buy
1,217,488
+17,928
+1% +$1.63M 0.75% 22
2026
Q1 		$102M Sell
1,199,560
-10,956
-0.9% -$957K 0.81% 20
2025
Q4 		$103M Sell
1,210,516
-146,660
-11% -$12.4M 1.22% 11
2025
Q3 		$115M Buy
1,357,176
+94,490
+7% +$7.89M 1.03% 12
2025
Q2 		$103M Buy
1,262,686
+214,875
+21% +$16.5M 1.03% 14
2025
Q1 		$79.7M Buy
1,047,811
+1,672
+0.2% +$131K 0.93% 14
2024
Q4 		$80.8M Buy
1,046,139
+55,056
+6% +$4.37M 0.94% 14
2024
Q3 		$76.8M Buy
991,083
+410,137
+71% +$30.3M 0.94% 14
2024
Q2 		$41.3M Buy
580,946
+482,892
+492% +$34.3M 0.56% 32
2024
Q1 		$7.14M Buy
98,054
+82,970
+550% +$5.71M 0.1% 216
2023
Q4 		$1.01M Buy
+15,084
New +$931K 0.02% 721

Other funds holding GSEW

Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CKW Financial Group
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Wealth Concepts's GSEW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1.5% in Q2 2026, buying an estimated $1.63M and bringing the position to 1,217,488 shares worth $115M. The position accounts for 0.75% of the portfolio, ranked #22.

Integrated Wealth Concepts first reported a position in GSEW in Q4 2023 and has held it in 11 quarters since. The position peaked at $115M in Q3 2025. 184 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Integrated Wealth Concepts held 1,217,488 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $115M as of Q2 2026.
  • Integrated Wealth Concepts bought 17,928 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $1.63M.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.75% of Integrated Wealth Concepts's portfolio in Q2 2026, its #22 holding.
  • Integrated Wealth Concepts first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $115M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.