M&R Capital Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

M&R Capital 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 Q3	$81.7K	Buy	1,054 +220	+26%	+$16.3K	0.02%	198
2024 Q2	$59.4K	Buy	834 +47	+6%	+$3.33K	0.01%	216
2024 Q1	$57.3K	Buy	787 +335	+74%	+$23K	0.01%	224
2023 Q4	$30.3K	Hold	452	–	–	0.01%	291
2023 Q3	$27K	Sell	452 -65	-13%	-$4.07K	0.01%	287
2023 Q2	$32.3K	Hold	517	–	–	0.01%	276
2023 Q1	$31.1K	Buy	+517	New	+$31.2K	0.01%	267

Other funds holding GSEW

IWC

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

SFI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

RJFSA

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

M&R Capital Management's GSEW Position: Q3 2024 in Review

M&R Capital Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 26% in Q3 2024, buying an estimated $16.3K and bringing the position to 1,054 shares worth $81.7K. The position accounts for 0.02% of the portfolio, ranked #198.

M&R Capital Management first reported a position in GSEW in Q1 2023 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold GSEW as of Q3 2024.

M&R Capital Management held 1,054 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $81.7K as of Q3 2024.
M&R Capital Management bought 220 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2024, an estimated $16.3K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #198 holding.
M&R Capital Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2023 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.