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Legacy Private Trust’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Legacy Private Trust’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 		$1.05M Sell
11,079
-505
-4% -$45.9K 0.06% 161
2026
Q1 		$981K Sell
11,584
-456
-4% -$39.9K 0.06% 163
2025
Q4 		$1.02M Sell
12,040
-1,118
-8% -$94.8K 0.06% 157
2025
Q3 		$1.12M Sell
13,158
-647
-5% -$54K 0.07% 149
2025
Q2 		$1.13M Sell
13,805
-1,283
-9% -$98.4K 0.07% 145
2025
Q1 		$1.15M Sell
15,088
-68
-0.4% -$5.34K 0.08% 149
2024
Q4 		$1.17M Sell
15,156
-2,139
-12% -$170K 0.08% 144
2024
Q3 		$1.34M Sell
17,295
-1,530
-8% -$113K 0.09% 139
2024
Q2 		$1.34M Sell
18,825
-15,203
-45% -$1.08M 0.1% 133
2024
Q1 		$2.48M Sell
34,028
-2,732
-7% -$188K 0.18% 101
2023
Q4 		$2.47M Sell
36,760
-3,557
-9% -$220K 0.2% 97
2023
Q3 		$2.41M Sell
40,317
-10,532
-21% -$659K 0.21% 93
2023
Q2 		$3.18M Sell
50,849
-14,771
-23% -$886K 0.26% 83
2023
Q1 		$3.95M Sell
65,620
-16,949
-21% -$1.02M 0.34% 78
2022
Q4 		$4.78M Sell
82,569
-17,874
-18% -$1.04M 0.43% 69
2022
Q3 		$5.35M Sell
100,443
-32,331
-24% -$1.9M 0.51% 57
2022
Q2 		$7.37M Sell
132,774
-116,225
-47% -$7.07M 0.66% 39
2022
Q1 		$16.7M Sell
248,999
-18,045
-7% -$1.2M 1.3% 16
2021
Q4 		$19.1M Buy
267,044
+9,814
+4% +$690K 1.43% 16
2021
Q3 		$17.2M Buy
257,230
+2,173
+0.9% +$149K 1.39% 18
2021
Q2 		$17.1M Sell
255,057
-19,549
-7% -$1.28M 1.44% 16
2021
Q1 		$17.1M Buy
274,606
+15,594
+6% +$939K 1.54% 13
2020
Q4 		$15M Buy
259,012
+5,417
+2% +$293K 1.41% 16
2020
Q3 		$12.6M Buy
253,595
+20,238
+9% +$997K 1.3% 18
2020
Q2 		$10.8M Buy
+233,357
New +$10.2M 1.19% 20

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
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
ACA
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Private Trust's GSEW Position: Q2 2026 in Review

Legacy Private Trust reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 4.4% in Q2 2026, selling an estimated $45.9K and leaving 11,079 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #161.

Legacy Private Trust first reported a position in GSEW in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.1M in Q4 2021. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Legacy Private Trust held 11,079 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.05M as of Q2 2026.
  • Legacy Private Trust sold 505 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $45.9K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.06% of Legacy Private Trust's portfolio in Q2 2026, its #161 holding.
  • Legacy Private Trust first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2020 and has held it in 25 quarters since.
  • Legacy Private Trust's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $19.1M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.