Northwest Financial Advisors’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Northwest Financial Advisors’s Portfolio GSC Stock Details GSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.2M	Buy	+392,205	New	+$24.2M	3.61%	11

Other funds holding GSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Northwest Financial Advisors's GSC Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Goldman Sachs Small Cap Equity ETF (GSC) in Q2 2026: 392,205 shares worth $27.2M. The stake represents 3.61% of the portfolio and ranks #11 among its holdings.

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

Northwest Financial Advisors held 392,205 shares of Goldman Sachs Small Cap Equity ETF worth $27.2M as of Q2 2026.
Goldman Sachs Small Cap Equity ETF was a new Northwest Financial Advisors position in Q2 2026.
Goldman Sachs Small Cap Equity ETF made up 3.61% of Northwest Financial Advisors's portfolio in Q2 2026, its #11 holding.
27 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q2 2026.

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