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Shufro Rose & Co’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Shufro Rose & Co’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
2022
Q4 		– Sell
-169,283
Closed -$9.02M – 348
2022
Q3 		$9.02M Buy
169,283
+401
+0.2% +$23.6K 0.9% 30
2022
Q2 		$9.38M Buy
168,882
+800
+0.5% +$48.7K 0.81% 33
2022
Q1 		$11.3M Sell
168,082
-26,074
-13% -$1.74M 0.87% 35
2021
Q4 		$13.9M Buy
194,156
+6,898
+4% +$485K 1% 29
2021
Q3 		$12.5M Buy
187,258
+11,484
+7% +$787K 0.98% 30
2021
Q2 		$11.8M Buy
175,774
+20,345
+13% +$1.33M 0.89% 33
2021
Q1 		$9.68M Buy
155,429
+19,826
+15% +$1.19M 0.77% 34
2020
Q4 		$7.84M Buy
135,603
+20,619
+18% +$1.12M 0.66% 40
2020
Q3 		$5.72M Buy
114,984
+35,072
+44% +$1.73M 0.55% 43
2020
Q2 		$3.71M Sell
79,912
-2,192
-3% -$96K 0.37% 53
2020
Q1 		$3.13M Buy
82,104
+46,434
+130% +$2.19M 0.37% 53
2019
Q4 		$1.81M Buy
+35,670
New +$1.74M 0.16% 79

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shufro Rose & Co's GSEW Position: Q4 2022 in Review

Shufro Rose & Co sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2022, closing a stake of 169,283 shares — an estimated $9.02M sold.

Shufro Rose & Co first reported a position in GSEW in Q4 2019 and held it in 12 quarters. The position peaked at $13.9M in Q4 2021. 75 funds tracked by Wall St. Rank hold GSEW as of Q4 2022.

  • Shufro Rose & Co reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Shufro Rose & Co sold 169,283 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2022, an estimated $9.02M.
  • Shufro Rose & Co first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2019 and held it in 12 quarters.
  • Shufro Rose & Co's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $13.9M in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2022.

Based on Shufro Rose & Co's 13F filing for Q4 2022, filed 25 Jan 2023.