MOTCO’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

MOTCO’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
2022 Q4	–	Sell	-98	Closed	-$5K	–	634
2022 Q3	$5K	Hold	98	–	–	﹤0.01%	557
2022 Q2	$5K	Hold	98	–	–	﹤0.01%	513
2022 Q1	$7K	Sell	98 -309	-76%	-$20.6K	﹤0.01%	514
2021 Q4	$29K	Sell	407 -210	-34%	-$14.8K	﹤0.01%	394
2021 Q3	$41K	Hold	617	–	–	﹤0.01%	367
2021 Q2	$41K	Hold	617	–	–	﹤0.01%	374
2021 Q1	$38K	Hold	617	–	–	﹤0.01%	361
2020 Q4	$36K	Buy	+617	New	+$33.4K	﹤0.01%	385

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MOTCO's GSEW Position: Q4 2022 in Review

MOTCO sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2022, closing a stake of 98 shares — an estimated $5K sold.

MOTCO first reported a position in GSEW in Q4 2020 and held it in 8 quarters. The position peaked at $41K in Q3 2021. 75 funds tracked by Wall St. Rank hold GSEW as of Q4 2022.

MOTCO reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
MOTCO sold 98 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2022, an estimated $5K.
MOTCO first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2020 and held it in 8 quarters.
MOTCO's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $41K in Q3 2021.
75 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2022.

Based on MOTCO's 13F filing for Q4 2022, filed 10 Feb 2023.