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SHP Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

SHP Wealth Management’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
Q1 		$19.7K Hold
233
– – ﹤0.01% 729
2025
Q4 		$19.8K Buy
+233
New +$19.8K ﹤0.01% 688

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHP Wealth Management's GSEW Position: Q1 2026 in Review

SHP Wealth Management held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q1 2026 at 233 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

SHP Wealth Management first reported a position in GSEW in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.8K in Q4 2025. 183 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

  • SHP Wealth Management held 233 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $19.7K as of Q1 2026.
  • SHP Wealth Management left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q1 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #729 holding.
  • SHP Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $19.8K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.