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

Merit Financial Group’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 		$2.95M Sell
31,196
-3,389
-10% -$308K 0.02% 594
2026
Q1 		$2.93M Sell
34,585
-1,584
-4% -$138K 0.02% 545
2025
Q4 		$3.08M Buy
+36,169
New +$3.07M 0.02% 495

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

Merit Financial Group's GSEW Position: Q2 2026 in Review

Merit Financial Group reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 9.8% in Q2 2026, selling an estimated $308K and leaving 31,196 shares worth $2.95M. The position accounts for 0.02% of the portfolio, ranked #594.

Merit Financial Group first reported a position in GSEW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.08M in Q4 2025. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Merit Financial Group held 31,196 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $2.95M as of Q2 2026.
  • Merit Financial Group sold 3,389 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $308K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #594 holding.
  • Merit Financial Group first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $3.08M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.