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 Q2	$19.6K	Sell	208 -25	-11%	-$2.27K	﹤0.01%	790
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 $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

SHP Wealth Management's GSEW Position: Q2 2026 in Review

SHP Wealth Management reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 11% in Q2 2026, selling an estimated $2.27K and leaving 208 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

SHP Wealth Management first reported a position in GSEW in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q4 2025. 184 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

SHP Wealth Management held 208 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $19.6K as of Q2 2026.
SHP Wealth Management sold 25 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $2.27K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #790 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 3 quarters since.
SHP Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $19.8K in Q4 2025.
184 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.