MOS
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MGO One Seven’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

MGO One Seven’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
Q2 		– Sell
-2,892
Closed -$211K – 988
2024
Q1 		$211K Buy
+2,892
New +$199K 0.01% 827
2023
Q1 		– Sell
-5,111
Closed -$296K – 882
2022
Q4 		$296K Sell
5,111
-495
-9% -$28.7K 0.03% 554
2022
Q3 		$298 Hold
5,606
– – 0.01% 547
2022
Q2 		$311K Hold
5,606
– – 0.04% 456
2022
Q1 		$376K Sell
5,606
-1,766
-24% -$118K 0.04% 447
2021
Q4 		$527K Hold
7,372
– – 0.05% 372
2021
Q3 		$522K Sell
7,372
-1,045
-12% -$71.6K 0.07% 329
2021
Q2 		$566K Sell
8,417
-1,200
-12% -$78.6K 0.08% 300
2021
Q1 		$599K Buy
9,617
+604
+7% +$36.4K 0.1% 257
2020
Q4 		$521K Sell
9,013
-43
-0.5% -$2.33K 0.11% 250
2020
Q3 		$450K Sell
9,056
-753
-8% -$37.1K 0.11% 255
2020
Q2 		$456K Buy
9,809
+2,145
+28% +$93.9K 0.12% 237
2020
Q1 		$292K Buy
7,664
+423
+6% +$20K 0.1% 278
2019
Q4 		$367K Sell
7,241
-465
-6% -$22.6K 0.1% 283
2019
Q3 		$365K Buy
7,706
+3,028
+65% +$142K 0.1% 262
2019
Q2 		$219K Buy
4,678
+200
+4% +$9.19K 0.07% 351
2019
Q1 		$202K Hold
4,478
– – 0.07% 377
2018
Q4 		$176K Sell
4,478
-300
-6% -$12.8K 0.08% 296
2018
Q3 		$220K Buy
+4,778
New +$218K 0.1% 284
2018
Q1 		$206K Buy
4,778
+1,810
+61% +$79.8K 0.09% 257
2017
Q4 		$129K Buy
+2,968
New +$126K 0.06% 375

Other funds holding GSEW

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

MGO One Seven's GSEW Position: Q2 2024 in Review

MGO One Seven sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2024, closing a stake of 2,892 shares — an estimated $211K sold.

MGO One Seven first reported a position in GSEW in Q4 2017 and held it in 21 quarters. The position peaked at $599K in Q1 2021. 96 funds tracked by Wall St. Rank hold GSEW as of Q2 2024.

  • MGO One Seven reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • MGO One Seven sold 2,892 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2024, an estimated $211K.
  • MGO One Seven first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2017 and held it in 21 quarters.
  • MGO One Seven's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $599K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2024.

Based on MGO One Seven's 13F filing for Q2 2024, filed 7 Aug 2024.