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
2026 Q2	$378K	Sell	4,009 -204	-5%	-$18.6K	0.01%	425
2026 Q1	$357K	Sell	4,213 -37	-0.9%	-$3.23K	0.01%	422
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 $15.3B AUM 25.33% 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

SageView Advisory Group's GSEW Position: Q2 2026 in Review

SageView Advisory Group reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 4.8% in Q2 2026, selling an estimated $18.6K and leaving 4,009 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #425.

SageView Advisory Group first reported a position in GSEW in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.91M in Q2 2023. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

SageView Advisory Group held 4,009 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $378K as of Q2 2026.
SageView Advisory Group sold 204 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $18.6K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #425 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 13 quarters since.
SageView Advisory Group's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.91M in Q2 2023.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.