O'Rourke & Company’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

O'Rourke & Company’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	$1.59M	Buy	16,798 +10	+0.1%	+$910	0.55%	49
2026 Q1	$1.42M	Buy	16,788 +1,563	+10%	+$137K	0.56%	45
2025 Q4	$1.3M	Buy	15,225 +1,362	+10%	+$116K	0.5%	48
2025 Q3	$1.18M	Buy	13,863 +91	+0.7%	+$7.6K	0.49%	45
2025 Q2	$1.12M	Sell	13,772 -177	-1%	-$13.6K	0.52%	47
2025 Q1	$1.06M	Buy	13,949 +8,579	+160%	+$674K	0.53%	45
2024 Q4	$415K	Buy	+5,370	New	+$426K	0.2%	99

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Rourke & Company's GSEW Position: Q2 2026 in Review

O'Rourke & Company increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 0.06% in Q2 2026, buying an estimated $910 and bringing the position to 16,798 shares worth $1.59M. The position accounts for 0.55% of the portfolio, ranked #49.

O'Rourke & Company first reported a position in GSEW in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

O'Rourke & Company held 16,798 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.59M as of Q2 2026.
O'Rourke & Company bought 10 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $910.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.55% of O'Rourke & Company's portfolio in Q2 2026, its #49 holding.
O'Rourke & Company first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2024 and has held it in 7 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 O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.