SIA
GSEW icon

Sovereign Investment Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Sovereign Investment Advisors’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
2023
Q4 		– Sell
-3,500
Closed -$209K – 34
2023
Q3 		$209K Buy
+3,500
New +$219K 0.08% 36

Other funds holding GSEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $967M AUM 25.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sovereign Investment Advisors's GSEW Position: Q4 2023 in Review

Sovereign Investment Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2023, closing a stake of 3,500 shares — an estimated $209K sold.

Sovereign Investment Advisors first reported a position in GSEW in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 93 funds tracked by Wall St. Rank hold GSEW as of Q4 2023.

  • Sovereign Investment Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Sovereign Investment Advisors sold 3,500 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2023, an estimated $209K.
  • Sovereign Investment Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • Sovereign Investment Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $209K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2023.

Based on Sovereign Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.