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Rock Point Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Rock Point Advisors’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
2024
Q4 		– Sell
-2,703
Closed -$209K – 108
2024
Q3 		$209K Buy
+2,703
New +$200K 0.06% 107

Other funds holding GSEW

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Rock Point Advisors's GSEW Position: Q4 2024 in Review

Rock Point Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2024, closing a stake of 2,703 shares — an estimated $209K sold.

Rock Point Advisors first reported a position in GSEW in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 113 funds tracked by Wall St. Rank hold GSEW as of Q4 2024.

  • Rock Point Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Rock Point Advisors sold 2,703 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2024, an estimated $209K.
  • Rock Point Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2024 and held it in 1 quarter.
  • Rock Point Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $209K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2024.

Based on Rock Point Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.