SageView Advisory Group’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

SageView Advisory Group’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 Q4	$362K	Sell	4,250 -398	-9%	-$33.8K	0.01%	429
2025 Q3	$395K	Sell	4,648 -1,013	-18%	-$84.6K	0.01%	430
2025 Q2	$474K	Sell	5,661 -631	-10%	-$48.4K	0.02%	384
2025 Q1	$478K	Buy	6,292 +2	+0%	+$157	0.02%	357
2024 Q4	$486K	Buy	6,290 +1,976	+46%	+$157K	0.02%	347
2024 Q3	$334K	Sell	4,314 -2,330	-35%	-$172K	0.02%	364
2024 Q2	$473K	Sell	6,644 -3,184	-32%	-$226K	0.02%	349
2024 Q1	$1.02M	Buy	9,828 +2,132	+28%	+$147K	0.05%	194
2023 Q4	$521K	Sell	7,696 -20,102	-72%	-$1.24M	0.02%	386
2023 Q3	$1.66M	Sell	27,798 -2,682	-9%	-$168K	0.1%	128
2023 Q2	$1.91M	Buy	+30,480	New	+$1.83M	0.11%	120

Other funds holding GSEW

IWC

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

SageView Advisory Group's GSEW Position: Q4 2025 in Review

SageView Advisory Group reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 8.6% in Q4 2025, selling an estimated $33.8K and leaving 4,250 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #429.

SageView Advisory Group first reported a position in GSEW in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q2 2023. 171 funds tracked by Wall St. Rank hold GSEW as of Q4 2025.

SageView Advisory Group held 4,250 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $362K as of Q4 2025.
SageView Advisory Group sold 398 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2025, an estimated $33.8K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #429 holding.
SageView Advisory Group first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.91M in Q2 2023.
171 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.