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

ORG Partners’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
2025 Q1	–	Sell	-165,022	Closed	-$12.7M	–	1481
2024 Q4	$12.7M	Buy	165,022 +6,288	+4%	+$499K	1.73%	11
2024 Q3	$12.3M	Buy	158,734 +4,523	+3%	+$334K	1.97%	10
2024 Q2	$10.9M	Buy	+154,211	New	+$10.9M	1.36%	13
2024 Q1	–	Sell	-135,699	Closed	-$9.1M	–	745
2023 Q4	$9.1M	Buy	+135,699	New	+$8.38M	1.52%	13

Other funds holding GSEW

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

ORG Partners's GSEW Position: Q1 2025 in Review

ORG Partners sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2025, closing a stake of 165,022 shares — an estimated $12.7M sold.

ORG Partners first reported a position in GSEW in Q4 2023 and held it in 4 quarters. The position peaked at $12.7M in Q4 2024. 129 funds tracked by Wall St. Rank hold GSEW as of Q1 2025.

ORG Partners reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 165,022 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2025, an estimated $12.7M.
ORG Partners first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2023 and held it in 4 quarters.
ORG Partners's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $12.7M in Q4 2024.
129 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.