Jones Financial Companies
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Jones Financial Companies’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Jones Financial Companies’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 		$8.38K Sell
101
-68
-40% -$5.94K ﹤0.01% 3645
2025
Q4 		$14.4K Buy
+169
New +$14.3K ﹤0.01% 3068

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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 $1.02B AUM 21.34% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's GSEW Position: Q1 2026 in Review

Jones Financial Companies reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 40% in Q1 2026, selling an estimated $5.94K and leaving 101 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3645.

Jones Financial Companies first reported a position in GSEW in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.4K in Q4 2025. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

  • Jones Financial Companies held 101 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $8.38K as of Q1 2026.
  • Jones Financial Companies sold 68 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $5.94K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3645 holding.
  • Jones Financial Companies first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $14.4K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.