Richards, Merrill & Peterson’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Richards, Merrill & Peterson’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	$526K	Buy	5,566 +99	+2%	+$9.01K	0.17%	120
2026 Q1	$463K	Buy	5,467 +532	+11%	+$46.5K	0.17%	125
2025 Q4	$420K	Buy	4,935 +326	+7%	+$27.6K	0.16%	125
2025 Q3	$392K	Buy	4,609 +187	+4%	+$15.6K	0.17%	122
2025 Q2	$361K	Buy	4,422 +2,342	+113%	+$180K	0.17%	124
2025 Q1	$158K	Buy	2,080 +1,046	+101%	+$82.2K	0.08%	158
2024 Q4	$79.9K	Buy	+1,034	New	+$82K	0.04%	205

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

Richards, Merrill & Peterson's GSEW Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 1.8% in Q2 2026, buying an estimated $9.01K and bringing the position to 5,566 shares worth $526K. The position accounts for 0.17% of the portfolio, ranked #120.

Richards, Merrill & Peterson first reported a position in GSEW in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

Richards, Merrill & Peterson held 5,566 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $526K as of Q2 2026.
Richards, Merrill & Peterson bought 99 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $9.01K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.17% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #120 holding.
Richards, Merrill & Peterson 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.
182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.