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

Mission 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
2026
Q2 		$3.72M Buy
+39,350
New +$3.58M 0.05% 218

Other funds holding GSEW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Mission Wealth Management's GSEW Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026: 39,350 shares worth $3.72M. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

27 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Mission Wealth Management held 39,350 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $3.72M as of Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF was a new Mission Wealth Management position in Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #218 holding.
  • 27 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.