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Sierra Ocean’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-1,033
Closed -$84.2K – 423
2025
Q2 		$84.2K Hold
1,033
– – 0.06% 125
2025
Q1 		$78.5K Hold
1,033
– – 0.06% 119
2024
Q4 		$79.8K Buy
+1,033
New +$81.9K 0.07% 111

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Sierra Ocean's GSEW Position: Q3 2025 in Review

Sierra Ocean sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2025, closing a stake of 1,033 shares — an estimated $84.2K sold.

Sierra Ocean first reported a position in GSEW in Q4 2024 and held it in 3 quarters. The position peaked at $84.2K in Q2 2025. 152 funds tracked by Wall St. Rank hold GSEW as of Q3 2025.

  • Sierra Ocean reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,033 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2025, an estimated $84.2K.
  • Sierra Ocean first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $84.2K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.