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

MTC 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 		$9.23M Sell
97,732
-1,821
-2% -$166K 4.14% 10
2026
Q1 		$8.43M Sell
99,553
-6,293
-6% -$550K 4% 11
2025
Q4 		$9.01M Sell
105,846
-1,582
-1% -$134K 4.23% 9
2025
Q3 		$9.14M Buy
+107,428
New +$8.97M 4.25% 9

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

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

MTC Wealth Management reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1.8% in Q2 2026, selling an estimated $166K and leaving 97,732 shares worth $9.23M. The position accounts for 4.14% of the portfolio, ranked #10.

MTC Wealth Management first reported a position in GSEW in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • MTC Wealth Management held 97,732 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $9.23M as of Q2 2026.
  • MTC Wealth Management sold 1,821 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $166K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 4.14% of MTC Wealth Management's portfolio in Q2 2026, its #10 holding.
  • MTC Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on MTC Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.