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McGlone Suttner Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-50
Closed -$3.37K – 439
2023
Q4 		$3.37K Buy
+50
New +$3.09K ﹤0.01% 622

Other funds holding GSEW

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McGlone Suttner Wealth Management's GSEW Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2024, closing a stake of 50 shares — an estimated $3.37K sold.

McGlone Suttner Wealth Management first reported a position in GSEW in Q4 2023 and held it in 1 quarter. The position peaked at $3.37K in Q4 2023. 99 funds tracked by Wall St. Rank hold GSEW as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 50 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2024, an estimated $3.37K.
  • McGlone Suttner Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $3.37K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.