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Mendel Money Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Mendel Money 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
2026
Q1 		$792K Buy
9,359
+3,298
+54% +$288K 0.33% 83
2025
Q4 		$516K Buy
6,061
+2,494
+70% +$212K 0.22% 105
2025
Q3 		$303K Buy
+3,567
New +$298K 0.13% 132

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 $967M AUM 25.11% 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

Mendel Money Management's GSEW Position: Q1 2026 in Review

Mendel Money Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 54% in Q1 2026, buying an estimated $288K and bringing the position to 9,359 shares worth $792K. The position accounts for 0.33% of the portfolio, ranked #83.

Mendel Money Management first reported a position in GSEW in Q3 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

  • Mendel Money Management held 9,359 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $792K as of Q1 2026.
  • Mendel Money Management bought 3,298 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $288K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.33% of Mendel Money Management's portfolio in Q1 2026, its #83 holding.
  • Mendel Money Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.