Morris Financial Concepts’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Morris Financial Concepts’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$778K	Hold	5,486	–	–	0.24%	57
2026 Q1	$686K	Buy	5,486 +76	+1%	+$9.97K	0.23%	58
2025 Q4	$716K	Buy	5,410 +36	+0.7%	+$4.72K	0.25%	57
2025 Q3	$700K	Sell	5,374 -20	-0.4%	-$2.52K	0.25%	57
2025 Q2	$655K	Sell	5,394 -426	-7%	-$47.9K	0.26%	57
2025 Q1	$641K	Buy	5,820 +186	+3%	+$21.5K	0.27%	59
2024 Q4	$649K	Buy	5,634 +160	+3%	+$18.6K	0.28%	52
2024 Q3	$618K	Buy	5,474 +336	+7%	+$36.5K	0.27%	54
2024 Q2	$550K	Buy	5,138 +112	+2%	+$11.6K	0.26%	51
2024 Q1	$522K	Sell	5,026 -165	-3%	-$16.3K	0.27%	54
2023 Q4	$487K	Buy	5,191 +1,547	+42%	+$136K	0.28%	49
2023 Q3	$307K	Buy	3,644 +249	+7%	+$21.8K	0.2%	64
2023 Q2	$296K	Hold	3,395	–	–	0.19%	70
2023 Q1	$276K	Sell	3,395 -1,627	-32%	-$129K	0.19%	68
2022 Q4	$382K	Buy	5,022 +1,269	+34%	+$97.2K	0.31%	54
2022 Q3	$267K	Buy	+3,753	New	+$296K	0.28%	52
2022 Q2	–	Sell	-496	Closed	-$44K	–	128
2022 Q1	$44K	Hold	496	–	–	0.04%	88
2021 Q4	$47K	Buy	+496	New	+$45.6K	0.04%	80

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morris Financial Concepts's GSLC Position: Q2 2026 in Review

Morris Financial Concepts held its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) position steady in Q2 2026 at 5,486 shares worth $778K. The position accounts for 0.24% of the portfolio, ranked #57.

Morris Financial Concepts first reported a position in GSLC in Q4 2021 and has held it in 18 quarters since. 635 funds tracked by Wall St. Rank hold GSLC as of Q2 2026.

Morris Financial Concepts held 5,486 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $778K as of Q2 2026.
Morris Financial Concepts left its Goldman Sachs ActiveBeta US Large Cap Equity ETF share count unchanged in Q2 2026.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.24% of Morris Financial Concepts's portfolio in Q2 2026, its #57 holding.
Morris Financial Concepts first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2021 and has held it in 18 quarters since.
635 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.