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Oak Barrel Wealth Advisory’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Oak Barrel Wealth Advisory’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 		$8.21M Buy
+86,937
New +$7.91M 3.62% 6

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

Oak Barrel Wealth Advisory's GSEW Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026: 86,937 shares worth $8.21M. The stake represents 3.62% of the portfolio and ranks #6 among its holdings.

182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Oak Barrel Wealth Advisory held 86,937 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $8.21M as of Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 3.62% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #6 holding.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.