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Sound Financial Strategies Group’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-10,521
Closed -$891K – 125
2026
Q1 		$891K Buy
+10,521
New +$919K 0.61% 38

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

Sound Financial Strategies Group's GSEW Position: Q2 2026 in Review

Sound Financial Strategies Group sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026, closing a stake of 10,521 shares — an estimated $891K sold.

Sound Financial Strategies Group first reported a position in GSEW in Q1 2026 and held it in 1 quarter. The position peaked at $891K in Q1 2026. 182 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Sound Financial Strategies Group reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 10,521 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2026, an estimated $891K.
  • Sound Financial Strategies Group first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Sound Financial Strategies Group's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $891K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.