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

Sequoia Financial 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
2026
Q2 		$232K Sell
2,460
-318
-11% -$28.9K ﹤0.01% 1866
2026
Q1 		$235K Buy
2,778
+207
+8% +$18.1K ﹤0.01% 1701
2025
Q4 		$219K Hold
2,571
– – ﹤0.01% 1758
2025
Q3 		$219K Sell
2,571
-392
-13% -$32.7K ﹤0.01% 1584
2025
Q2 		$242K Buy
+2,963
New +$227K ﹤0.01% 1383

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sequoia Financial Advisors's GSEW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 2,460 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Sequoia Financial Advisors first reported a position in GSEW in Q2 2025 and has held it in 5 quarters since. The position peaked at $242K in Q2 2025. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Sequoia Financial Advisors held 2,460 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $232K as of Q2 2026.
  • Sequoia Financial Advisors sold 318 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $28.9K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1866 holding.
  • Sequoia Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $242K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.