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New England Capital Financial Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

New England Capital Financial Advisors’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 		$282K Buy
2,988
+779
+35% +$70.9K 0.07% 52
2026
Q1 		$187K Buy
2,209
+6
+0.3% +$524 0.05% 61
2025
Q4 		$187K Buy
2,203
+9
+0.4% +$763 0.07% 63
2025
Q3 		$187K Buy
2,194
+7
+0.3% +$584 0.08% 57
2025
Q2 		$178K Sell
2,187
-1,431
-40% -$110K 0.08% 57
2025
Q1 		$275K Buy
+3,618
New +$284K 0.14% 46

Other funds holding GSEW

Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
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
MWM
MTC Wealth Management Tampa, Florida $223M AUM 12.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New England Capital Financial Advisors's GSEW Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 35% in Q2 2026, buying an estimated $70.9K and bringing the position to 2,988 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #52.

New England Capital Financial Advisors first reported a position in GSEW in Q1 2025 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • New England Capital Financial Advisors held 2,988 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $282K as of Q2 2026.
  • New England Capital Financial Advisors bought 779 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $70.9K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.07% of New England Capital Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • New England Capital Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.