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

LGT Financial 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
2026 Q2	–	Sell	-380	Closed	-$32.2K	–	237
2026 Q1	$32.2K	Buy	+380	New	+$33.2K	0.16%	83
2024 Q2	–	Sell	-567	Closed	-$41.3K	–	813
2024 Q1	$41.3K	Sell	567 -217	-28%	-$14.9K	0.05%	247
2023 Q4	$52.6K	Buy	+784	New	+$48.4K	0.06%	205

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LGT Financial Advisors's GSEW Position: Q2 2026 in Review

LGT Financial Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026, closing a stake of 380 shares — an estimated $32.2K sold.

LGT Financial Advisors first reported a position in GSEW in Q4 2023 and held it in 3 quarters. The position peaked at $52.6K in Q4 2023. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

LGT Financial Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 380 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $32.2K.
LGT Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and held it in 3 quarters.
LGT Financial Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $52.6K in Q4 2023.
182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.